A federal judge has allowed a class-action lawsuit to proceed, accusing major DRAM manufacturers Samsung, SK Hynix, and Micron of conspiring to restrict the supply of conventional DRAM chips. The judge found that the plaintiffs' allegations, including claims of long-term High Bandwidth Memory (HBM) lock-ups and near-identical customer vetting, plausibly suggested an agreement. This case is distinct from a previous lawsuit that was dismissed, and the court has set deadlines for answers and a case management conference in 2026 and 2027. AI
IMPACT This ruling could impact the supply and cost of high-bandwidth memory (HBM) chips, which are critical components for AI accelerators.
RANK_REASON Judge denied motion to dismiss in a class-action lawsuit alleging price fixing by major companies in the semiconductor industry. [lever_c_demoted from significant: ic=1 ai=0.4]
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- Crucial
- DDR4 SDRAM
- DRAM
- High Bandwidth Memory
- Micron
- Noël Wise
- Northern District of California
- Samsung
- Sherman Antitrust Act
- SK Hynix
- United States Court of Appeals for the Ninth Circuit
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