NuAxiSemiconductor trade intelligence
RT NEWS: Elon Musk suggests China is making rapid progress on #RAM, citing lithium batteries and solar as examples of its massive manufacturing scale....
What happened
A repost by TrendForce states that Elon Musk suggested China is making rapid progress on RAM, noting China is rapidly advancing in LPDDR5/LPDDR6 and highlighting its mass manufacturing scale, citing lithium batteries and solar as examples. The post raises the question of whether conventional memory could follow a similar path. This is commentary only, with no price, capacity or supply-demand data; the source does not state the cause.
Impact and signal
Low impactImpact score: 20/100
Affected components and suppliers
RAMLPDDR5LPDDR6
RAMLPDDR5LPDDR6Elon MuskChinaTrendForce
Source and time
Source: TrendForce Official (Market Data) · 10/13/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders