Musk Says SpaceX Is The Only Anomaly Beating China's Mass Production Machine, And RAM Chips Could Be Next

Elon Musk said on X that China scales production better than the rest of the world combined, but may struggle with next-generation memory technologies such as 3D stacking and memory-on-logic. He called SpaceX the only anomaly in that pattern, citing orbital payload tonnage, and said RAM chips could be next.

• Musk: China's ability to scale often exceeds the rest of the world combined
• SpaceX named the only anomaly, based on payload tonnage delivered to orbit
• China is solving LPDDR5 and LPDDR6 fast, but HBM and 3D stacking are harder
• CXMT targets DDR5 with hybrid bonding and 4F² by year-end; Samsung in 2028