中国存储模块制造商正加速推出采用国产DDR5芯片的消费级和企业级产品。长鑫存储技术的突破正逐步渗透供应链。Powev等厂商已开始量产相关服务器内存。
Powev公司近日宣布其Sinker品牌DDR5服务器内存已进入量产交付阶段。该款64GB DDR5-5600 RDIMM产品通过多家主要客户测试，现可向企业客户、渠道伙伴和品牌厂商批量供应。
Powev的Sinker DDR5内存模块全面采用国产组件。苏州Comay等其他中国厂商也已推出基于长鑫存储芯片的工业和企业级DDR5产品。在消费市场，Powev旗下的Gloway和KingBank DDR5型号早在2024年底就已开始销售。
长鑫存储技术公司2025年11月正式推出DDR5产品组合。该合肥企业表示其DDR5芯片最高支持8000Mbps速度，晶片密度为16Gb和24Gb，主要面向服务器、工作站和个人电脑。
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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.
Samsung Electronics reclaimed the top position in the global dynamic random-access memory (DRAM) market during the fourth quarter of last year. According to data from industry tracker Omdia, Samsung's DRAM sales surged 40.6 percent quarter-on-quarter to $19.1 billion, capturing 36.6 percent of the market. SK hynix held 32.9 percent of the market with sales rising 25.2 percent to $17.2 billion.
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A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.
A team led by Wu Zhenping at Beijing University of Posts and Telecommunications has confirmed in Science Advances that kappa-gallium oxide exhibits stable ferroelectricity at room temperature, enabling it to store data like a memory device while serving as a high-power transmitter. This breakthrough could allow for smaller, more powerful military electronics in Chinese fighters, potentially leaving US F-22 radars two generations behind.