Gloway And KingBank Ditch Samsung, Micron, And SK Hynix, Building 48 GB DDR5 Kits From China-Made 24 Gb Chips - Wccftech

Chinese memory vendors Gloway and KingBank have moved away from traditional suppliers like Samsung, Micron, and SK Hynix, opting instead for domestically produced 24Gb DDR5 chips to build 48GB memory ... Read original →

Gloway and KingBank’s pivot to domestically sourced 24Gb DDR5 chips signals a strategic inflection in China’s memory supply chain autonomy. Technically, the 8-die stack—though built on mature nodes without EUV or 3nm—demands tighter signal integrity and power delivery from motherboards, forcing upgrades in domestic PCB and PMIC ecosystems. From a compliance standpoint, this reduces exposure to U.S. export controls but introduces yield-related cost volatility. Samsung, Micron, and SK Hynix may respond with short-term pricing pressure but will likely accelerate their shift toward HBM and CXL-based solutions. Over the next 12–24 months, stable high-volume output from Chinese foundries like CXMT could erode foreign dominance in the mid-tier DDR5 market, especially as AMD-optimized kits carve out performance niches in prosumer workstations.