Elon Musk comments on the sell-off of memory chip stocks: After China mastered the manufacturing technology, its production expansion capacity often exceeds that of the rest of the world combined.

Amid the sell-off of memory chip stocks, Elon Musk posted remarks that once China masters the manufacturing technology of a product, its capacity to scale production often exceeds that of the rest of the world combined—a trend already observed in the lithium battery and solar sectors. He noted that the memory industry may be an exception, but roughly three years ago, memory was still a low-margin commodity. LP5 and LP6 follow universal standards, and China appears to be rapidly mastering the rel

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