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▲ tenat10 2 hours ago

Of course they did, in my opinion. They knew exactly what would happen. These people making choices arent morons. SK Hynix, Micron, Samsung all saw the opportunity as long as they are in sync. Then they all sit back raising MSRP with each other as "fake competition".

They could literally reopen manufacturing. But why? They know its free profit through inaction as long as none of them fix consumer DRAM market.

This act of playing dumb and ignorant has never been easier. Getting really old

▲cbg0 23 minutes ago | parent [-]

> They could literally reopen manufacturing.

They "literally" couldn't, there's no idle fab. They could redirect manufacturing to make more consumer RAM instead of HBM but why eat into your profits by doing that? The shareholders won't be happy.

I'm not a fan of this situation but unless there's some WhatsApp texts the investigators will find to point to collusion this is dead in the water. The filing itself is based on a lot of circumstantial evidence.