The lawsuit also raises concerns regarding how insulated the three big DRAM producers have become over time. Building even one DRAM fabrication plant costs billions of dollars and takes years, never mind the expertise required to keep one running. Although Chinese DRAM manufacturers like CXMT and YMTC are slowly picking up Steam, export and supply controls imposed by the US don't help the situation. The result? It's almost impossible for anyone to step in and compete with the big three manufacturers.
"DRAM oligopolists" are working together to inflate prices and choke supply, claims new lawsuitSo what happened? AI happened. The way the world's memory market is set up relies on three major companies to supply everyone else with DRAM for consumer memory and storage. Samsung, SK hynix, and Micron realized early on in the AI boom that they could make a whole lot more money by moving away from consumer memory and into high-bandwidth memory (HBM) that's used in AI datacenters. Profit margins are enormous on the other side, and I really don't find it surprising that these massive corporations made the shift, as companies like Microsoft, Google, and Amazon have essentially offered blank che
RAM supplies falter, PC sales drop, and profits keep rising — An inside look at why affordable PCs may never return… None of these price increases happened just 'cause , and the lawsuit indeed argues that artificially constrained DRAM supply is a significant part of the reason. Can any new DRAM makers challenge the current oligopoly? …
… The way the world's memory market is set up relies on three major companies to supply everyone else with DRAM for consumer memory and storage. …
… Let's disregard the rampant sycophancy, errors, and hallucinations for a moment. …
…says the studio is targeting one or two major game launches per year as it ramps up under Xbox — "Our fans are hungry." December 19 Steam Deck LCD production is ending — Valve…
… Blizzard describes a "highly empowered" partnership with Xbox following its acquisition by Microsoft — supportive collaboration exists on both sides Blizzard has "exciting conversations" about TV show adaptations of its iconic games — but the bar is high with fierce competition Microsoft Teams move… …