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Why Elon Musk Thanked Micron on Tesla's Earnings Call - Tesla (NASDAQ:TSLA), Micron Technology (NASDAQ:MU

Elon Musk thanked Micron during Tesla's earnings call, highlighting AI memory as a growing bottleneck as it ramps up Optimus and AI chips.

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Why Elon Musk Thanked Micron on Tesla's Earnings Call - Tesla (NASDAQ:TSLA), Micron Technology (NASDAQ:MU

Musk publicly thanked Micron for HBM allocation during Tesla's earnings, signaling memory pricing as critical for custom AI chips and Terafab. HBM supply becomes the next AI bottleneck; securing advanced memory is as strategic as chip design for infrastructure scaling.

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thenextweb.com5 g fa

Musk thanks Micron for chips, and builds a fab to replace it

Musk thanked Micron for memory while Tesla-SpaceX build Terafab ($55-119bn with Intel) to produce chips in-house. Tesla lacks heavyweight status at Micron; vertical manufacturing ensures supply independence as memory becomes AI's critical bottleneck.

Why Elon Musk Thanked Micron on Tesla's Earnings Call - Tesla (NASDAQ:TSLA), Micron Technology (NASDAQ:MU

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Why Elon Musk Thanked Micron on Tesla's Earnings Call - Tesla (NASDAQ:TSLA), Micron Technology (NASDAQ:MU

Musk thanks Micron for chips, and builds a fab to replace it

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Musk thanks Micron for chips, and builds a fab to replace it

Why Elon Musk Thanked Micron on Tesla's Earnings Call - Tesla (NASDAQ:TSLA), Micron Technology (NASDAQ:MU

Micron secures major memory chip allocation for Tesla, shares rise

Micron secures major memory chip allocation for Tesla, shares rise