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

A US antitrust suit accuses Samsung, SK Hynix and Micron of inflating DRAM prices days before their $650 billion AI push.

Seventeen plaintiffs allege the chipmakers coordinated a shift to HBM production to artificially restrict commodity DRAM supply and drive up prices