Elon Musk: After China masters product manufacturing, its expansion capacity often surpasses 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 exceeds 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 tackling LP5 and LP6 low-power memory technologies that follow unified standards, but 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 issues present greater technical challenges.