Micron Gets Vote of Confidence From Musk
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Micron Gets Vote of Confidence From Musk Moz Farooque ACCA Thu, July 23, 2026 at 8:26 AM EDT 1 min read MU TSLA TSM 005930.KS 6752.T This article first appeared on GuruFocus . Micron Technology ( NASDAQ:MU ) received a public vote of confidence from Elon Musk after the Tesla ( NASDAQ:TSLA ) CEO said the memory chipmaker secured a "significant allocation" of memory chips for the automaker despite an industry-wide supply crunch. Speaking during Tesla's earnings call, Musk said Micron provided the company with substantial memory capacity on "reasonable terms," even as soaring demand has pushed memory prices sharply higher. The allocation is expected to support Tesla's expanding AI ambitions, including Optimus humanoid robots and robotaxi development. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. Micron is one of the world's largest producers of DRAM and NAND memory chips, supplying components used in AI servers, data centers, smartphones and automotive systems. Tight memory supply has become a key bottleneck as AI infrastructure spending accelerates. Musk also said Tesla has ordered equipment for a development chip fabrication plant and praised suppliers including TSMC ( NYSE:TSM ), Samsung ( SSNLF ) and Panasonic ( PCRFF ) for investing billions of dollars to expand AI computing and battery manufacturing capacity.
AI 시장 분석
During an earnings conference call, Tesla CEO Elon Musk announced that Micron (MU) supplied a significant volume of memory semiconductors to Tesla on reasonable terms despite supply shortages. This procurement is expected to serve as a key factor supporting Tesla's AI expansion strategy, including Robotaxis and Optimus. Investors should watch whether the stability of the memory semiconductor supply chain will accelerate growth across the AI hardware ecosystem.
상승 영향
- Semiconductors — Micron is expected to achieve earnings growth by steadily supplying memory chips to major customers despite AI infrastructure shortages.
- Electric Vehicles — Tesla has secured the memory volume needed for AI projects such as Robotaxis and Optimus, which is expected to accelerate autonomous driving and robotics development.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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