Samsung, SK Hynix, and Micron, which together control about 89% of the global DRAM market, are facing a class action lawsuit accusing them of coordinating production cuts and exiting older memory standards to artificially drive up prices during the ongoing memory crisis.
The allegations depend on the fact that desktop RAM chips are more profitable than the high bandwidth chips that AI requires. Yet all three have pivoted to focus production on those AI chips creating shortage of consumer chips. The fact that none of them have broken rank to make more profit is damning. Given that this is all in effort to help develop AI I’m willing to be the collusion was facilitated by external parties.
also helps that these same companies all form a cartel like every 5 years just for the love of the game
Competition is for chumps. Every exec training seminar values cooperation because its the real shit that works. Competition is something you preach to your sales reps.