Musk Slams Memory Chip Pricing, Praises Micron

Elon Musk criticized memory chip suppliers over high pricing while praising Micron for a reasonable approach to future memory pricing. JPMorgan projects a memory supply shortfall of about 20% in 2026 and around 15% through 2028 amid surging HBM demand for AI.

• Musk praised Micron and criticized other memory suppliers over pricing
• JPMorgan sees ~20% memory shortfall in 2026 and ~15% through 2028
• Observers link the criticism to Samsung and SK hynix
• Musk: China faces harder path in HBM and advanced packaging