SK Hynix

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.

Seoul wants to double the country's DRAM capacity within five years and turn Korea from the world's biggest robot user into a leading robot maker. Samsung alone pledged about 1,000 trillion won over ten years across chips, AI data centers, and what the plan calls 'physical AI'.

One commenter read the bundle as groceries plus dance lessons: memory is an essential commodity, humanoids a sexy bet that may or may not pay off. Others tied the robot urgency to Korea's looming demographic cliff.

Apple almost never raises prices on a product it already shipped; it waits for a new chip to justify the number. This week it broke that rule across the Mac and iPad lines, blaming a memory-cost spike it called unprecedented. The base iPad went from $299 to as much as $449.

The asterisk from the thread: Samsung, SK Hynix and Micron are now each worth over $1.3 trillion, with memory gross margins reported above 80%. The shortage that 'forced' the hike is also minting the suppliers.

Wired's piece centers SK Telecom - a $100M Anthropic investor since 2023 - in the order to revoke its access to the Mythos model. The White House asked, and per the article Anthropic 'immediately complied.'

Several readers call the framing misleading: SK was resolved pre-launch, and the real spark was an industry jailbreak report. One commenter says he tripped a Mythos jailbreak himself last week.