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

DIGITIMESOctober 19, 2026en

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 alternative sources of supply and potentially ease memory costs.

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