Elon Musk surprised everyone on Tesla’s earnings call by thanking Micron Technology twice—unusual for him, since he typically praises his own team and customers. The reason? Micron is one of the few companies producing high-bandwidth memory (HBM), a critical chip for AI, which is in extreme shortage and commanding skyrocketing prices. Micron’s CEO explains that last year’s price drops forced clients to demand rock-bottom deals, making it hard to invest in new factories—so supply remains tight for at least another year. Musk’s praise, especially noting “reasonable terms,” hints Micron is betting on long-term partnerships over short-term profits. Smart move: by building goodwill now, Micron secures future business and helps Tesla’s innovation, ultimately benefiting both companies and their shareholders through stable supply chains.
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