Musk Claims China's Storage Chip Expansion Capacity Exceeds Global Total

On October 13, Musk stated during a discussion about the sell-off of storage chip stocks that once China masters the manufacturing technology for a certain product, its expansion capacity often surpasses the total of other regions in the world. This has already been observed in the lithium battery and solar energy sectors. He noted that the memory industry might be different, but three years ago, memory was still a low-margin commodity. LP5 and LP6 follow universal standards, and China seems to be rapidly overcoming the relevant technologies. However, the new generation of HBM architecture and its related technologies will be more challenging to tackle. Musk also mentioned that SpaceX is a rare counterexample, as the total mass of payloads it has sent into orbit is about an order of magnitude higher than the total from other regions in the world, but China has accounted for the majority of the total mass of payloads launched outside of SpaceX. Changxin Technology previously announced that it has made key progress in the development of the 4F² architecture for the new generation of DRAM, with plans to launch DDR5 RDIMM server memory products incorporating this architecture by the end of the year. The 4F² architecture theoretically allows for a reduction of about one-third in unit area and an increase of about 50% in storage density, raising market concerns about future competition and supply expansion.

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