华硕澄清：没计划建DRAM厂

Core Viewpoint - ASUS is reportedly planning to enter the DRAM manufacturing sector by 2026 to secure a stable memory supply for its PC product line, although the company has denied any plans to invest in wafer fabrication plants [2][3]. Group 1: Market Conditions - The current memory shortage is impacting the entire PC industry, leading manufacturers to raise product prices and causing delivery delays that may extend into 2027 or even 2028 [2][3]. - ASUS's co-CEO, Hu Shubin, indicated that the timing of price increases varies among brands based on their supply chain and consumer conditions, emphasizing the need for brands to reflect increased costs [3]. Group 2: Company Strategy - ASUS is considering establishing a dedicated DRAM production line by the end of Q2 2026 if memory prices and supply do not normalize [3]. - The company is adapting its product offerings and pricing strategies based on market dynamics, with a flexible approach to product combinations across different tiers [3].