CXMT

A fresh US lawsuit alleges the three DRAM makers coordinated the shift to high-bandwidth memory and the killing of DDR3 and DDR4 to keep supply tight and prices high. It points to Apple's sweeping product price increases as the trigger.

The skeptics in the thread, several with high karma, made an awkward point: with AI demand so hot that margins run near 80%, nobody has any reason to collude. And it isn't the first attempt: a near-identical 2022 suit collapsed when plaintiffs couldn't prove an agreement ever happened.

The case against the firms is built and approved. What's missing is a signature: the Commerce Department's Entity List hasn't been touched since October 2025, and an under secretary has spent months avoiding new listings to keep US-China talks from souring.

Anthropic's claim that DeepSeek ran a campaign to 'illicitly extract' Claude's capabilities became the thread's flashpoint. One reader's reply: by that logic, every model learned to introduce itself as a competitor — and he had the screenshots.