The DRAM Crisis: 600% Price Increases by Micron, SK Hynix, & Samsung

Описание

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The memory industry is facing yet another antitrust lawsuit and investigation into illegal price fixing and cartel-like behavior as DRAM prices skyrocket 300-700%, depending on which memory you're shopping for. We dig through the 100+ page document for the new lawsuit, cover the history of DRAM industry collusion and cartels, and talk about SK Hynix, Samsung, and Micron.

Watch the Rise of Chinese Memory and CXMT: https://www.youtube.com/watch?v=qzfhhAfxK-A
Watch the DRAM Cartel: https://www.youtube.com/watch?v=jVzeHTlWIDY

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TIMESTAMPS

00:00 - The DRAM Oligopoly
03:09 - ANTITRUST
06:35 - 1990 to 2018 - A Brief History of Collusion
10:45 - 2022 to 2026 - CONSPIRACY
16:23 - Micron's Curious Timing to Abandon Consumers
18:34 - 2026 Red Flags of Collusion
23:39 - Game Theory
25:04 - Conscious Parallelism
27:50 - The DOJ is... busy
28:17 - Conclusion

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Steve Burke: Editing, Host, Writing
Vitalii Makhnovets: Editing
Tim Phetdara: Editing
Tannen Williams: Writing, Research