Musk Cites Micron Twice on Tesla Earnings Call, Highlighting Memory Supplier Role
What happened
During Tesla's most recent earnings call, CEO Elon Musk referenced Micron Technology by name on two separate occasions, signaling the chipmaker's role as a key memory supplier in Tesla's AI and autonomous-driving hardware stack. The public acknowledgment from one of the industry's highest-profile customers provides third-party validation of Micron's positioning in the AI infrastructure supply chain. Micron has been expanding its HBM and high-capacity DRAM offerings targeting data center and edge-AI workloads.
The QL Read
The customer reference arrives as MU trades at $737.91, down 10.42% on the session, with a composite score of 47/100 — a neutral technical read. Broad market breadth sits at 30.8% advancing.
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