Musk Publicly Thanks Micron on Tesla Q2 Call | "Significant Supply, Reasonable Pricing" — an Exception in the Memory Cycle
TL;DR
On Tesla's Q2 earnings call, Musk publicly thanked Micron for allocating "significant" memory supply to Tesla on reasonable pricing terms — a rare exception in the current memory price surge.
Tesla reported Q2 2026 earnings today, and CEO Elon Musk publicly thanked Micron on the conference call — Micron allocated memory supply to Tesla, including future-year commitments, with volumes Musk called "significant" and pricing terms "reasonable." Against a backdrop of DRAM/NAND being squeezed by AI data center demand and mobile memory unit prices hitting five-year highs, the callout stands out.
Same day: OPPO and vivo rejected Samsung Electronics' Q3 memory quote — the first time downstream brands publicly pushed back on upstream pricing. Tesla is running the opposite play: long-term binding, volume-locked, price-flexible. CFO Taneja disclosed North America saw ~55% of new deliveries activate FSD subscription at handoff; global paid FSD subscribers approach 1.5 million, split 55% one-time buy / 45% subscription.
Musk added: Tesla plans to upgrade next-gen AI hardware for nearly all camera-equipped vehicles; connecting Starlink to Robotaxi is "necessary" to keep cellular connectivity stable throughout passenger trips.
via ifeng / Bloomberg
Same day: OPPO and vivo rejected Samsung Electronics' Q3 memory quote — the first time downstream brands publicly pushed back on upstream pricing. Tesla is running the opposite play: long-term binding, volume-locked, price-flexible. CFO Taneja disclosed North America saw ~55% of new deliveries activate FSD subscription at handoff; global paid FSD subscribers approach 1.5 million, split 55% one-time buy / 45% subscription.
Musk added: Tesla plans to upgrade next-gen AI hardware for nearly all camera-equipped vehicles; connecting Starlink to Robotaxi is "necessary" to keep cellular connectivity stable throughout passenger trips.
via ifeng / Bloomberg
