this post was submitted on 26 Dec 2025
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Asus won't be producing shit. They'll be slapping their name on some kits already being produced by another company.
What Gskill, Kingston, Corsair, Mushkin, ~~Crucial~~, etc. do already. If any one of these appears or disappears, it makes zero difference to supply. The original manufacturers switching to HBM because Nvidia/OpenAI wanted them to (not to mention OpenAI doing a deal with Samsung and SK Hynix for 40% of earth's entire supply) is the cause of this, and it won't be solved by some Asus stickers being slapped on some RAM sticks that otherwise would've still been sold, just with a different sticker on the front.
This article thinking that ASUS will plan, build, and operate a state of the art DRAM fab in a short timescale is absolute fantasy.
How hard can it possibly be, you just get those casings that go around the ram, and then fill them up with ram juice. They could even recycle old ram by topping them up again!
/s
Yep! The most expensive equipment they might need is a magic smoke compressor, if that.