[Musk: After mastering product manufacturing, China's production expansion capacity often exceeds the rest of the world combined] Musk commented on the competition in the storage chip industry on X, stating that once China masters product manufacturing, its ability to scale production often surpasses the total capacity of other regions globally. This has already been demonstrated in the lithium battery and solar energy industries. He believes that China is rapidly advancing in low-power memory technologies adhering to unified standards, such as LP5 and LP6. However, the new HBM (High Bandwidth Memory) architecture, the SRAM layer beneath logic chips, and the three-dimensional stacked memory above logic chips while addressing heat dissipation challenges present higher technical difficulties.