Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
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Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#2It wouldn't be a first: https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#3I think it's incredibly unlikely to be deliberate price fixing this time. Demand is too high.
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#4This was attempted before in 2022 but fell apart because plaintiff couldn't show an agreement took place https://cdn.ca9.uscourts.gov/datastore/opinions/2022/03/07/2...
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#5,,The plaintiffs claimed the three companies reduced D-RAM supply under the pretext of transitioning to high-bandwidth memory (HBM). "The D-RAM oligopoly companies systematically coordinated the shift to HBM and the discontinuation of DDR3 and DDR4," they said. They added that Apple's recent sweeping product price increases were the trigger for the lawsuit.''
How can they do price fixing and discontinuing a product at the same time? It just looks like some companies are angry that AI / VC industry is outpricing them.
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#6Everybody in our industry loves fat margins. But god forbid if someone else captures the margins and squeeze them out of easy profits.
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#7HBM is also DRAM. I also think it's kind of a weak argument to say that them discontinuing ddr3 (which while in use still today in industrial/embedded was on the way out for consumers 10 years ago) and ddr4 which last had consumer CPUs for it 3 years ago is meaningful. What we need now is ddr5. Turning off the old fabs and moving those resources including people to ddr5 is a good thing. That's not price fixing. It's possible price fixing is in play, but discontinuing products people objectively don't use as much anymore isn't it.
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#8Just a reminder that anyone can file a lawsuit over anything, and the initial complaint is written by lawyers and reads with tabloid levels of sensationalism and allegation. The goal being to maximize the appearance of harm as much as possible so the suit has the greatest chance of sticking.
It is not in any way, shape, or form a ruling much less even a piece of well researched work. It's "my side of the story that makes me look perfect, with lawyers turning the heat up to 11"
Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#9I think it's incredibly unlikely to be deliberate price fixing this time. Demand is too high.
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Re: Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing
#10HBM is also DRAM. I also think it's kind of a weak argument to say that them discontinuing ddr3 (which while in use still today in industrial/embedded was on the way out for consumers 10 years ago) and ddr4 which last had consumer CPUs for it 3 years ago is meaningful. What we need now is ddr5. Turning off the old fabs and moving those resources including people to ddr5 is a good thing. That's not price fixing. It's…
Switching off DDR3 manufacturing I can understand, but DDR4 machines are still quite relevant and usable… Ryzen 5000 series boxes for example don’t feel meaningfully weaker than they did when new. My 5950X tower certainly doesn’t, and it’d really be nice to be able to upgrade its RAM should I need to because it will continue to be useful for quite some time.
AMD just re-released their 5800X3D for AM4 board users who wish to upgrade which is further evidence that shutting off DDR4 production is premature.