New lawsuit claims RAM makers manipulated supply as AI demand exploded
A lawsuit accuses Samsung, SK Hynix, and Micron of colluding to limit DDR3/DDR4 RAM output while boosting AI-focused HBM production, raising prices.Summary
The lawsuit, filed on behalf of individual and business consumers, alleges that Samsung, SK Hynix, and Micron—together controlling most of the world's DRAM—conspired to cut production of conventional DDR3 and DDR4 memory while expanding output of high-bandwidth memory (HBM) used in AI data centers, thereby inflating prices. It claims the firms acted as an oligopoly, leveraging high barriers to entry to keep supply low despite rising demand.
The complaint cites earlier DRAM price-fixing cases, including Samsung's 2005 guilty plea and a $300 million fine, SK Hynix's $185 million fine, and Micron's cooperation to avoid penalties. It also notes recent price hikes by Microsoft for Xbox consoles, Apple's hardware adjustments, and Valve's statement that rising memory costs made its Steam Machine pricing target unviable, illustrating the broader market impact.
(Source：Dexerto)