The reason Micron and SanDisk shares plunged has been found: Musk replied personally, sending them tumbling even further. #美光 #闪迪
Musk said: “Memory will eventually be made dirt cheap by China.” The reason:
Yesterday, Chinese company ChangXin Memory Technologies announced progress on a new 4F DRAM cell architecture designed to improve chip density and efficiency. It also announced plans to introduce DDR5 server memory using this technology by the end of 2026.
In other words, investors are worried that once China starts mass-producing memory, the memory shortage will ease!
Micron and SanDisk shares plunged in response~
Musk said: “Memory will eventually be made dirt cheap by China.” The reason:
Yesterday, Chinese company ChangXin Memory Technologies announced progress on a new 4F DRAM cell architecture designed to improve chip density and efficiency. It also announced plans to introduce DDR5 server memory using this technology by the end of 2026.
In other words, investors are worried that once China starts mass-producing memory, the memory shortage will ease!
Micron and SanDisk shares plunged in response~
