Nothing screams 2026 like Elon Musk thanking chipmakers on an earnings call
Tesla CEO Elon Musk publicly thanked Samsung, TSMC, and Micron for prioritizing memory chip allocations for his company. The move highlights the intense competition for semiconductor resources driven by the global AI infrastructure boom.
Why it matters
As AI development consumes massive amounts of hardware, securing supply chain access to DRAM and high-bandwidth memory has become a critical strategic advantage for major tech and automotive firms.
tktk Hannibal Hanschke-Pool/Getty Images Elon Musk thanked Samsung, TSMC, and Micron on Wednesday's earnings call. It was a particularly 2026-like moment — companies are trying to supply chips as prices go wild. "They've got to make some very tough decisions on memory allocation," Musk said. Elon Musk took a moment during Tesla's earnings call on Wednesday to thank three companies that have little to do with traditional automaking. Musk praised Samsung and TSMC during the call, and then turned to another company that manufactures semiconductor chips. "I'd also like to thank Micron for giving us a memory allocation," he said. "They've got to make some very tough decisions on memory allocation." It was perhaps the most 2026 moment of the call . Micron and Samsung are two of the world's largest manufacturers of DRAM, the short-term memory that allows computers to rapidly access and process data.
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