According to an analyst, Elon Musk is essentially sending nonsense messages to Samsung and SK Hynix.

Jim Handy, founder of Objective Analysis, critiques Elon Musk's comments on Samsung and SK Hynix's pricing strategies, emphasizing market realities. He warns that selling below market prices risks depleting inventories, leaving many customers without supplies. Musk recently praised Micron's pricing on X, indirectly criticizing competitors like Samsung and SK Hynix. Handy notes that while DRAM manufacturers aim to satisfy customers for long-term profitability, underpricing could lead to immediate stock sellouts. He highlights ongoing capacity expansions but predicts supply won't meet demand until 2029, especially as AI development drives memory shortages. Additionally, he points out that Chinese competitors, supported by their government, are increasing production to reduce reliance on U.S. technology amid trade tensions. Handy identifies ChangXin Memory Technologies and Yangtze Memory Technologies as key Chinese players.