Musk Slams Memory Chip Pricing, Raising Questions Over Samsung, SK hynix
Elon Musk, CEO of Tesla and SpaceX, has sharply criticized memory chip suppliers over their pricing policies while singling out U.S.-based Micron Technology for praise, raising questions over whether his remarks were directed at South Korean semiconductor giants Samsung Electronics and SK Hynix.In a
Elon Musk has criticized memory chip suppliers, specifically singling out U.S.-based Micron Technology for its pricing policies while raising questions about South Korean giants Samsung Electronics and SK Hynix. In a post on X, Musk praised Micron for taking a reasonable approach to future memory pricing, contrasting it with other suppliers demanding excessively high prices.
He warned that customers would remember how they had been treated and suggested Micron was making a wise decision by prioritizing long-term customer loyalty. This criticism comes as memory manufacturers face a supply shortfall, with JPMorgan projecting a 20% shortfall in 2026 and a 15% shortfall through 2028, driven by surging demand for high-bandwidth memory (HBM) in the AI industry.
Musk's remarks could potentially target Samsung Electronics and SK Hynix, as they compete with Micron in the global DRAM and HBM markets.
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