Musk responded on X, stating that once China masters the manufacturing method for a certain product, its scaling capability often surpasses the combined total of the rest of the world, citing lithium batteries and solar energy as examples. He also expressed clear concern about China's speed in catching up in the memory chip sector, noting that China "seems to be rapidly conquering" general standard specifications like LP5 and LP6. Previously, Chinese memory chip manufacturer CXMT announced key progress in its next-generation 4F² memory cell architecture and plans to launch DDR5 server memory products based on this architecture by the end of 2026, raising market concerns about Chinese manufacturers accelerating their penetration into the high-end memory chip market. Affected by this, the US chip sector fell on Monday, with the Philadelphia Semiconductor Index hitting a three-week low. Micron closed down approximately 4%, SanDisk fell nearly 6%, and SK Hynix ADR and Super Micro Computer both dropped over 4%.