Zak Killian Contributor Zak is a freelance contributor to Tom's Hardware with decades of PC benchmarking experience who has also written for HotHardware and The Tech Report. A modern-day Renaissance man, he may not be an expert on anything, but he knows just a little about nearly everything.
Notton I think someone somewhere along the way misunderstood the rumor. If the rumor was supposed to be "Asus branded memory kits", that would have been perfectly believable. Gigabyte/Aorus already does that and there's no way Asus wouldn't want a slice of that pie selling RoG Strix Sticks. Reply
bit_user Thanks for reporting the source of this wild leak. I agree with all points made in the article. Back when I first heard it, I assumed it was something like them partnering with an existing DRAM maker (or acquiring one), because you're right that there's no way ASUS could spin up its own DRAM fab in any timeframe that would be commercially relevant to the current supply crunch. Plus, unless this were something like a fab in mainland China, it'd be a risky long-term bet. The existing DRAM players are all nervously eyeing Chinese DRAM makers and their long-term potential to undermine profitability in the sector. Reply
LordVile bit_user said: Thanks for reporting the source of this wild leak. I agree with all points made in the article. Back when I first heard it, I assumed it was something like them partnering with an existing DRAM maker (or acquiring one), because you're right that there's no way ASUS could spin up its own DRAM fab in any timeframe that would be commercially relevant to the current supply crunch. Plus, unless this were something like a fab in mainland China, it'd be a risky long-term bet. The existing DRAM players are all nervously eyeing Chinese DRAM makers and their long-term potential to undermine profitability in the sector. I’ve seen people on YouTube stating that they’d be manufacturing RAM and GPUs and it’s just obviously false Reply
thestryker When I first saw the rumor I assumed it meant they were manufacturing their own modules not memory IC. It's obviously impossible that they'd be making the chips themselves, but somewhat believable they'd do their own modules. While Samsung, SK Hynix and Micron do build OEM modules it does make sense that they'd be shifting some of that production to RDIMMs so depending on Asus' desktop OEM sales this is where it could make sense. Reply
Amdlova The market is so F. They wan't belive anything the Internet says.. If corsair make some mistakes on their products Asus will make a hot garbage. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/dram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/dram/no-asus-isnt-going-into-memory-manufacturing-taiwanese-tech-giant-issues-statement-smashing-rumor#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.