Memory chip stocks get hammered; Musk weighs in
Musk responded to the sell-off in memory chip stocks, saying that once China masters a manufacturing technology, its capacity expansion often exceeds that of the rest of the world combined. This has already happened with lithium batteries and solar power. ChangXin’s 4F² DRAM is set to launch DDR5 RDIMMs by year-end, with memory density up about 50% on the same process node.
I’m positioned defensively. Until the HBM moat is breached, I won’t chase chip stocks or AI-computing tokens at these highs.
ChangXin is set to mass-produce DDR5 by year-end. Would you dare to get in early at this level? $BTC $ETH $SOL
Musk responded to the sell-off in memory chip stocks, saying that once China masters a manufacturing technology, its capacity expansion often exceeds that of the rest of the world combined. This has already happened with lithium batteries and solar power. ChangXin’s 4F² DRAM is set to launch DDR5 RDIMMs by year-end, with memory density up about 50% on the same process node.
I’m positioned defensively. Until the HBM moat is breached, I won’t chase chip stocks or AI-computing tokens at these highs.
ChangXin is set to mass-produce DDR5 by year-end. Would you dare to get in early at this level? $BTC $ETH $SOL