TradingKey – On October 13 ET, Tesla (TSLA) and SpaceX (SPCX) CEO Elon Musk stated on X that Micron (MU)’s handling of future memory prices is relatively reasonable, while quotes from some suppliers are excessively high.
Musk did not name specific manufacturers, but his comments drew market attention to Micron, SK Hynix (SKHY), and Samsung Electronics’ pricing strategies.
[Source: X]
Micron Technology, SK Hynix, and Samsung Electronics all produce DRAM and HBM, but the three companies differ in product mix, customer portfolio, capacity allocation, and long-term contracts. Actual transaction prices also vary depending on product specifications, purchase volumes, and contract terms.
SK Hynix expanded its HBM business layout early on and has…
