China's DRAM supply chain clears another materials hurdle

The certification of Jiangsu Pacific Quartz by domestic DRAM manufacturers marks a significant step forward in China’s upstream material self-reliance. As quartz is critical for chip performance and yield, this breakthrough reduces reliance on foreign suppliers, especially amid ongoing global supply chain disruptions. The development will likely accelerate downstream adaptation across packaging, testing, and wafer fabrication, creating a positive feedback loop. From a compliance standpoint, it mitigates risks from export controls and lowers operational costs. International players may respond by increasing investments in China or adopting pricing strategies to maintain market share. Over the next 12–24 months, if more materials firms achieve certification, it could fuel rapid expansion of domestic DRAM capacity and reshape global supply chains.