被传为应对内存短缺进军DRAM制造 华硕已否认！

Core Viewpoint - The global memory shortage crisis is prompting downstream brand manufacturers, including ASUS, to consider entering the DRAM manufacturing sector, although ASUS has denied any plans to invest in memory wafer production [1][2]. Group 1: ASUS's Position and Market Response - ASUS plans to deepen cooperation with memory suppliers and adjust product specifications to respond to market supply and demand, rather than investing in memory manufacturing [1]. - The company believes that building a memory factory would take at least two years to become operational, which would not address the current supply issues and carries significant risks due to market uncertainties [1][2]. - Industry analysts suggest that the likelihood of ASUS entering the DRAM manufacturing space is low due to the high capital requirements and the company's focus on its core PC business [2]. Group 2: Market Challenges and Price Implications - The memory market is facing severe challenges, with major manufacturers like Micron and SK Hynix shifting production towards higher-margin AI server markets, leading to a predicted memory shortage lasting until at least the end of 2027 [3]. - The imbalance between supply and demand is driving up memory product prices, which is expected to increase the average selling price of smartphones by 6.9% in 2026 [3]. - The PC industry is experiencing significant disruptions, with IDC reporting that the memory shortage coincides with the end of the Windows 10 lifecycle and the promotion of AI PCs, creating a "super storm" for the sector [3]. Group 3: Price Adjustments by Competitors - HP's CEO indicated that rising memory costs will force the company to raise product prices and introduce lower-spec versions [4]. - Dell plans to increase commercial computer prices by 10% to 30% starting December 17 [4]. - ASUS's co-CEO acknowledged that price increases are a trend in the current market, and the company will adjust its product offerings based on market conditions and consumer demand [4]. Group 4: ASUS's Indirect Involvement in Memory Production - ASUS has previously invested in ASint, which provides it with indirect memory module production capabilities and supply chain resources [5]. - ASint specializes in DRAM modules and flash products, emphasizing high compatibility and stability, and supplies to major brands including ASUS [5].