Industry sources reveal that, despite China’s relentless push to localize memory chip manufacturing, full self-sufficiency in high-performance DRAM remains elusive. Given that domestic manufacturers currently lack the capacity and technological prowess to satisfy demand, leading tech firms—including Alibaba, Tencent, and ByteDance—are moving to secure long-term supply agreements, spanning up to a decade, with Samsung Electronics and SK Hynix. This step is aimed at guaranteeing a reliable source of server memory.
