Elon Musk Highlights China's Manufacturing Potential in Technology Sector

On October 13, Tesla CEO Elon Musk expressed his views on the manufacturing capabilities of China, stating that once the country masters the production methods for specific technologies, its ability to scale production could surpass that of the rest of the world combined. Musk referenced lithium batteries and solar energy as examples where China has already demonstrated significant production capacity.

Musk's comments were made in response to a discussion about Changxin Storage, a memory manufacturer that is gaining attention in the industry. He acknowledged that while Changxin is becoming a formidable competitor, the ability to achieve stable large-scale mass production will depend on factors such as yield, cost, and reliability. He noted that memory demand continues to grow, suggesting that an increase in production capacity does not necessarily lead to immediate market oversupply.

In his remarks, Musk recalled that approximately three years ago, memory products were considered low-margin commodities. He highlighted the rapid advancements China is making in addressing technical challenges related to memory production, particularly with the new generation of high-bandwidth memory architecture. Musk pointed out the complexities involved in integrating SRAM beneath logic chips and stacking RAM in three dimensions while managing heat dissipation issues. Recent announcements from Changxin Storage indicate that the company has begun mass production of LPDDR6 memory, which is now being used in devices such as the Xiaomi 18 Fold.

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Source: KLEA News