Why do you think that? Not that they are saints, but the demand shock is a real thing, not something the DRAM manufacturers created artificially. And that prices rise with demand is not price fixing.
the ram cartels have been hit for price fixing time and time again for decades. this most recent has been driven by the irrational over-investment into ai, but it’s a tale old as… commodity RAM lol.
I’m not sure if this is what they are referring to, but they’ve said they aren’t increasing production . It would take a number of years for new production to spin up, so they are either happy to just reap the new massive profit margins or they believe the demand won’t be there for that long.
I think it’s a little of both, but one of my friends left my company producing weird semiconductors to go work at Micron making RAM. They’re definitely ramping up a little, but the equipment and techniques to fab those chips is very specialized. Imagine trying to drill zillions of really tiny, deep pits, and then making sure the very bottom of those pits get coated while the sidewalls are completely unaffected… and you have to do it everywhere uniformly on a hundred 350mm wafers per minute.
A ‘memory crisis’ they created artificially and deliberately in order to price gouge as hard as possible.
…again
Why do you think that? Not that they are saints, but the demand shock is a real thing, not something the DRAM manufacturers created artificially. And that prices rise with demand is not price fixing.
the ram cartels have been hit for price fixing time and time again for decades. this most recent has been driven by the irrational over-investment into ai, but it’s a tale old as… commodity RAM lol.
https://tech4gamers.com/ram-price-fixing-lawsuit-exposed/ 2026
https://www.tomshardware.com/tech-industry/samsung-sk-hynix-and-micron-sued-over-alleged-dram-price-fixing-amid-record-memory-costs
https://www.msn.com/en-us/news/technology/is-there-a-ram-cartel-the-3-memory-giants-behind-sky-high-pc-and-console-prices-just-got-sued/ar-AA26TW8E
https://en.wikipedia.org/wiki/DRAM_industry_price_fixing 2002
https://www.aol.com/articles/80s-had-ram-oil-crisis-021700000.html the 80s
I’m not sure if this is what they are referring to, but they’ve said they aren’t increasing production . It would take a number of years for new production to spin up, so they are either happy to just reap the new massive profit margins or they believe the demand won’t be there for that long.
I think it’s a little of both, but one of my friends left my company producing weird semiconductors to go work at Micron making RAM. They’re definitely ramping up a little, but the equipment and techniques to fab those chips is very specialized. Imagine trying to drill zillions of really tiny, deep pits, and then making sure the very bottom of those pits get coated while the sidewalls are completely unaffected… and you have to do it everywhere uniformly on a hundred 350mm wafers per minute.