Re:Samsung, SK Hynix, Micron Sued in US over Memory Price Fi...
by GeekyBear on Monday June 29, 2026 @04:11PM
(#48724510)
Oddly enough, Samsung and SK Hynix decided that they needed to expand production on the same day another lawsuit accused them of colluding to keep production low and prices high.
> South Korea announces $520bn chip plant project with Samsung, SK Hynix
https://asia.nikkei.com/business/tech/semiconductors/south-k...
Re:Samsung, SK Hynix, Micron Sued in US over Memory Price Fi...
by freefaler on Tuesday June 30, 2026 @12:19AM
(#48728444)
Or may be they just need to produce more, because the demand is higher than expected and looks like it will stay high to recoup their investment?
Re:Samsung, SK Hynix, Micron Sued in US over Memory Price Fi...
by PunchyHamster on Monday June 29, 2026 @08:58PM
(#48727339)
> The company that expands is the company that "wins" because memory is a volume game and it's all about hanging on the longest during the glut. So once one company expands, the rest have a choice of expanding or planning their exit.
No? Cost to produce won't be cheaper just because you have 5 fabs instead of 4. Economies of scale at some level just flatten out so company that chooses to not expand will just enjoy the same level of profit instead of increase
The whole point of the collusion is to ensure everyone is producing the same volumes and keeping prices high. The company that expands is the company that "wins" because memory is a volume game and it's all about hanging on the longest during the glut. So once one company expands, the rest have a choice of expanding or planning their exit.
If Samsung and SK lose access to the US market, they'd be fucked long term. Micron would kill them selling at higher margins and higher volumes in the USDM, while the rest are stuck competing for the international scraps - markets Micron is also allowed to compete in, if they wanted to.