Direct:
A Shenzhen module-house called SINKER just launched a 64GB DDR5 RDIMM line in two variants, one for domestic China and one for global supply, and wccftech is calling it a Chinese DRAM maker breaking into DDR5. SINKER is not a DRAM maker. It's a sub-brand of Powev Electronic Technology, the same Shenzhen module-house that owns Asgard and Gloway and operates under the Jiahe Jinwei corporate name. Powev's own About page describes the business as one of China's largest memory module manufacturers with capabilities in storage chip packaging and testing. They buy DRAM dies from someone else and put them on PCBs. Wccftech flagged the same parent company back in 2021 when Jiahe Jinwei ramped DDR5 UDIMMs on Micron silicon, so this is not a new entrant. It's a known module assembler standing up an enterprise SKU line under a new brand.
The two-SKU split is actually interesting. Powev's listing breaks the DDR5 line into a “Pure Domestic Memory Modules” category and an “Industrial Memory Modules” category, without naming die suppliers. The cleanest read is that the domestic SKU rides on Chinese DRAM, most plausibly CXMT 16nm G4 dies that Gloway has already been shipping in DDR5-6000 UDIMMs since early 2025 per TechInsights. The global SKU would likely need to use Korean or Micron DRAM for Western qualification, given CXMT's 2025 Section 1260H designation as a Chinese military company. 1260H isn't a blanket export ban, but the procurement and reputational drag is real, and the Pentagon's brief February 2026 attempt to remove CXMT from the list was withdrawn. Two SKUs because two supply chains, not because Powev fabs anything new.
The wccftech framing does the usual work. “DRAM maker breaks into DDR5 mass producing 64GB RDIMMs” implies fab capacity. There is no fab here. CXMT remains the only Chinese company mass-producing DDR5 dies, and CXMT's own RDIMM, MRDIMM, and TFF MRDIMM lineup was already shown at IC China 2025 in November on DDR5-8000 16Gb and 24Gb parts. SINKER is layer two of the same supply chain.
For the supply question that actually matters: another 64GB RDIMM SKU does not unlock the AI-driven crunch. Counterpoint and Tom's Hardware still model 64GB DDR5 RDIMM pricing roughly doubling from Q1 2025 to late 2026, and Samsung is reportedly seeing gross margins around 75% on RDIMMs per market reporting wccftech cited in December, which tells you how desperate hyperscaler demand is. Powev's domestic SKU might ease pressure inside China where Lenovo, Inspur, and H3C buy. The global SKU has to compete on price-per-GB and qualification against Samsung and SK hynix at a time when both are selling everything they make. Longsys/FORESEE already lists 32/64/96GB DDR5 RDIMMs as in mass production on its product page, and the price needle hasn't moved.
Sources:
- Powev / SINKER official site (powev.com) for the SKU listing and corporate structure
- wccftech 2021 archive confirming Jiahe Jinwei = Asgard/Gloway parent on Micron DDR5
- TechInsights / SemiWiki on CXMT 16nm G4 DDR5 die in Gloway DDR5-6000 (Jan 2025)
- CXMT newsroom + VideoCardz / Tom's Hardware on CXMT's RDIMM/MRDIMM lineup at IC China 2025 (Nov 2025)
- Counterpoint Research via Tom's Hardware and Network World on 64GB RDIMM 2x pricing trajectory through 2026
- wccftech (citing market reporting) on Samsung's ~75% DDR5 RDIMM gross margin (Dec 2025)
- Longsys FORESEE Aquila product page for 32/64/96GB DDR5 RDIMM listing
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