Elon Musk has publicly criticized memory manufacturers, accusing them of "extortionate" pricing amidst a shortage of DRAM and high-bandwidth memory (HBM). While not naming specific companies, his comments appear directed at Samsung Electronics and SK Hynix, contrasting their practices with Micron, which he praised for a more "reasonable" approach and for securing long-term customer loyalty. Despite Musk's praise, Micron is reportedly achieving exceptionally high gross margins, suggesting that even AI
IMPACT Potential shifts in memory pricing and supply agreements could impact AI infrastructure costs and development.
RANK_REASON Elon Musk's public statements on industry pricing practices and praise for a specific company's strategy.
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