Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand

A new lawsuit accuses Micron, Samsung, and SK hynix of coordinating production cuts to artificially inflate prices. The three companies together control 90% of the global memory market.

Micron's HBM is sold out through 2026, meeting only 50 to 66 percent of demand. This points to genuine scarcity rather than coordinated price manipulation.

Micron and its rivals pleaded guilty in a 2002 DRAM price-fixing scandal, making today's fresh allegations difficult for investors and regulators to ignore.

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Artificial intelligence has created shortages across nearly every part of the semiconductor supply chain. GPUs have received most of the attention, but memory chips have quietly become just as critical. Every advanced AI accelerator depends on high-bandwidth memory (HBM), and manufacturers are struggling to keep pace. Even after investing billions of dollars to expand production, suppliers remain sold out months in advance.

Despite the AI boom, some see the situation in a more nefarious way. Micron Technology (NASDAQ:MU), SK hynix, and Sam

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/micron-hit-price-fixing-lawsuit-154343101.html)