Medium2026-10-13Short term · Leans negativeLonger term · Neutral

Musk Says China Can Out-Scale the World, but Advanced Memory Is Harder; Micron, SK Hynix, SanDisk Fall After-Hours

Musk said China could out-scale the world in capacity, but advanced memory manufacturing is harder, comments that came amid rising concerns over Chinese memory makers. Micron, SK Hynix and SanDisk fell after hours. The remarks partly ease fears over advanced memory barriers, but sentiment remains cautious and near-term pressure persists.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 2 related reports

鉅亨網 · 10-13 14:30 KST
Micron nears bear market, SanDisk extends losses as three bearish factors trigger memory selloff
Micron's stock is approaching bear market territory while SanDisk extends its losing streak, as three bearish factors trigger a broad selloff across memory chip stocks. Weakening market sentiment over stretched valuations and slowing demand is pressuring SK Hynix and peers, raising near-term downside risk.
Yahoo Finance · 10-13 11:13 KST
Musk Says China Can Out-Scale the World, but Advanced Memory Is Harder; Micron, SK Hynix, SanDisk Fall After-Hours
Elon Musk said China can out-scale the world but advanced memory will be harder to solve, sending Micron, SK Hynix and SanDisk lower after hours. Rising sensitivity to memory competition and pricing outlook could increase near-term share-price volatility.