Lawsuit accuses Samsung, SK Hynix, and Micron of colluding on RAM prices

A recently filed lawsuit alleges that the world's top three RAM manufacturers—Samsung, SK Hynix, and Micron—colluded to artificially limit the supply of consumer DRAM modules (like DDR3 and DDR4) by reallocating production lines to HBM (high-bandwidth memory) chips, which command much higher prices in AI data centers. According to Counterpoint Research, these three firms collectively hold up to 89% of the global DRAM market and 100% of the HBM market. The suit claims this coordinated shift, rather than independent market responses, amounts to illegal price-fixing that has driven PC memory costs out of reach for most consumers.

Despite the serious allegations, the author expresses deep skepticism that the lawsuit will actually lower RAM prices in the foreseeable future. Proving collusion beyond a reasonable doubt is notoriously difficult, especially when each company could argue it was simply maximizing profits in response to booming AI demand. Reddit commentators further note that transitioning to HBM is a rational business move—DDR3 is nearly 20 years old—and that the legal battle will likely drag on for years with multiple appeals. Even a favorable judgment wouldn't immediately undo the market dynamics already in place. For now, consumers and builders must continue to grapple with the ongoing RAMpocalypse.