A new lawsuit alleges that recent shortages in RAM may be due to more than just...

A new lawsuit alleges that recent shortages in RAM may be due to more than just AI-driven demand. Three major memory manufacturers—Samsung Electronics, SK Hynix, and Micron—are accused of coordinating to restrict DRAM supply. These firms collectively control about 90% of the global DRAM market. According to the complaint, the transition of AI data centers to HBM, a faster stacked DRAM type, was used as justification to cut production of standard DDR3 and DDR4 memory. The lawsuit claims all three companies reduced output of commodity DRAM instead of responding to rising prices by increasing supply, as expected in a competitive market. Historically, Samsung and Hynix have settled price fixing cases; Micron denies wrongdoing and plans to defend against the allegations. The outcome of the case is expected to depend on evidence showing actual coordination rather than parallel market behavior. 📰 @aipost