Musk comments on the memory chip selloff
- Musk said that once China masters the manufacturing technology, its capacity expansion often exceeds that of the rest of the world combined. Lithium batteries and solar panels have both followed this path.
- ChangXin Memory’s 4F² architecture DDR5 RDIMM is set to launch by year-end, boosting memory density by about 50% at the same process node.
Expectations of memory capacity expansion have directly dampened sentiment in chip stocks. Risk assets are easily dragged down along with them, and $BTC has a fairly high chance of following the decline in the short term.
Would you dare to buy into memory-related stocks at this level, or wait until ChangXin’s products actually hit the market before making a move?
$BTC $ETH
- Musk said that once China masters the manufacturing technology, its capacity expansion often exceeds that of the rest of the world combined. Lithium batteries and solar panels have both followed this path.
- ChangXin Memory’s 4F² architecture DDR5 RDIMM is set to launch by year-end, boosting memory density by about 50% at the same process node.
Expectations of memory capacity expansion have directly dampened sentiment in chip stocks. Risk assets are easily dragged down along with them, and $BTC has a fairly high chance of following the decline in the short term.
Would you dare to buy into memory-related stocks at this level, or wait until ChangXin’s products actually hit the market before making a move?
$BTC $ETH