PC Mag: Samsung, SK Hynix, Micron Sued for Alleged Memory Price-Fixing

Comments

• emgh Member, Megathread Squad

  July 1

  I can assure you big tech CEOs spends absolutely 0 seconds of their day thinking about LET hosts

  Thanked by 5nghialele tentor buggedout rcy026 Porlam
• Levi Member

  July 1 edited July 1

  Typical law system parasites. Those 3 corpos has so much money that they can buy those litigants literaly. Nothing to see here, just oportunistic parasitism.

  Thanked by 1buggedout
• Fourplex Member, Patron Provider

  July 1 edited July 1

  @emgh said:
  I can assure you big tech CEOs spends absolutely 0 seconds of their day thinking about LET hosts

  Probably true.

  I have a conspiracy that the "AI boom" is an attempt to monopolize the VPS/cloud market.

  For instance, the promise of "fiber" led to 7000 USA DSL resellers going bust in the process. And the worst part? The companies promising fiber didn't even really build it until the 2020s.

  Also see: https://www.sdxcentral.com/control-plane/jeff-bezos-wants-you-to-rent-cloud-space-instead-of-buying-pcs-for-gamers-thats-truly-terrible/

  But in a gold rush, people think irrationally. They put all their eggs in one basket (AI) hoping it goes north, and disregard every other industry that needs RAM.
• bozolover99 Member

  July 2 edited July 2

  OVH ceo wants everyone to move to cloud services, be damned how can people afford actual hardware, thats not for regular people anymore just AI

  GTA 6 is getting delayed for regular gaming PC's for a few years, coming to consols in 2 months... I guess no one can afford an actual gaming PC so probably not worth making games for them anymore. All gpus to AI, just play games throught the Xbox cloud
• Mainfrezzer Member

  July 2

  Given they got caught fucking around before, colour me surprised.
• rpqu Member

  July 2

  @Fourplex said:

  @emgh said:
  I can assure you big tech CEOs spends absolutely 0 seconds of their day thinking about LET hosts

  Probably true.

  I have a conspiracy that the "AI boom" is an attempt to monopolize the VPS/cloud market.
  But in a gold rush, people think irrationally. They put all their eggs in one basket (AI) hoping it goes north, and disregard every other industry that needs RAM.

  They're already blaming the customers
  https://www.cnbc.com/2026/06/30/micron-ceo-customers-driving-hard-bargain-on-price-contributed-to-memory-shortage.html

  Micron CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
  Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for the artificial intelligence boom.

  “Certain customers drove pricing significantly down in our industry,” Mehrotra told Jim Cramer on CNBC’s “Mad Money” on Tuesday. “In 2023, our prices came down to one-third of what they were.”

  The collapse in pricing, Mehrotra said, pushed Micron and other memory suppliers into negative gross margins, leaving much of the industry without the financial flexibility to invest in new manufacturing capacity just as artificial intelligence-driven demand began accelerating. Micron’s gross margin fell to negative 7.3% in its fiscal 2023, which ended in August of that year, according to FactSet.

  “Companies were losing money. They couldn’t afford it,” he said. “That really impacted the investment capability of the industry.”

  Mehrotra said that the supply crunch is likely to persist well beyond 2027 because new semiconductor fabrication plants take years to build and next-generation memory has become significantly more complex to manufacture. To help close the gap, Mehrotra said Micron is investing roughly $200 billion in manufacturing and R&D, including new memory fabs in Boise, Idaho and Syracuse, New York. The Boise project is furthest along, the CEO said, with the first chips due out “in the middle of next year” and increasing from there. The Boise site is slated to eventually include two fabs.

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