Elon Musk points to China's 2028 DRAM supply surge to challenge Samsung, SK Hynix pricing power

Digitimes
Oct 19, 2026, 3:43 am128 ptsTrending
Tesla CEO Elon Musk has predicted a surge in Chinese memory chip production by 2028, raising questions over Samsung Electronics and SK Hynix's pricing power during an AI-driven dynamic random-access memory (DRAM) shortage. His remarks suggest that China's expanding capacity could offer major technology buyers…

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