Tesla CEO Elon Musk’s latest criticism of Samsung Electronics and SK hynix over their memory chip pricing defies market realities, as any chipmaker that undercuts prevailing prices risks selling out immediately and leaving other customers without supplies, a prominent U.S. chip analyst said.
Jim Handy, founder and general director of semiconductor research firm Objective Analysis, challenged Musk’s recent description of the Korean chipmakers’ prices as “extortionate,” compared with those of their U.S. rival Micron. The chip expert underscored that memory prices are determined by market forces rather than individual suppliers.
2. How is this related to the sub
(1) DRAM shortage and AI boom: Musk blames Samsung and SK Hynix for out of control AI chip price not market situation.
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1. Summary
Tesla CEO Elon Musk’s latest criticism of Samsung Electronics and SK hynix over their memory chip pricing defies market realities, as any chipmaker that undercuts prevailing prices risks selling out immediately and leaving other customers without supplies, a prominent U.S. chip analyst said.
Jim Handy, founder and general director of semiconductor research firm Objective Analysis, challenged Musk’s recent description of the Korean chipmakers’ prices as “extortionate,” compared with those of their U.S. rival Micron. The chip expert underscored that memory prices are determined by market forces rather than individual suppliers.
2. How is this related to the sub
(1) DRAM shortage and AI boom: Musk blames Samsung and SK Hynix for out of control AI chip price not market situation.