Majid Ghorbaninazhad

RAMageddon: When Computer Memory Becomes More Expensive Than Gold

On June 25th, 2026, the U.S. District Court for the Northern District of California witnessed the filing of one of the largest antitrust lawsuits in semiconductor industry history. Seventeen American plaintiffs, including individual consumers and small businesses, brought three global memory manufacturing giants to court. Samsung Electronics, SK Hynix, and Micron Technology, which collectively control ninety percent of the global DRAM market, stand accused of coordinating to restrict DDR4 and DDR5 memory supply and artificially inflating prices.

When Three Memory Giants Get Dragged to Court On June 25th, 2026, the U.S. District Court for the Northern District of California witnessed the filing of one of the largest antitrust lawsuits in semiconductor

industry history. Seventeen American plaintiffs, including individual consumers and small businesses, brought three global memory manufacturing giants to court. Samsung Electronics, SK Hynix, and Micron

Technology, which collectively control ninety percent of the global DRAM market, stand accused of coordinating to restrict DDR4 and DDR5 memory supply and artificially inflating prices. The core allegation

is that these three companies, since 2022, have deliberately reduced standard DRAM production under the pretext of focusing on HBM memory for artificial intelligence applications. The result of this supply

restriction has been nothing short of a pricing catastrophe. Over the past four years, consumer memory prices have surged approximately seven hundred percent. For buyers in markets with currency restrictions

like Iran, this translates to effectively doubling the cost of building or upgrading a computer. [IMAGE_PLACEHOLDER_1] Plaintiffs claim that these three firms leveraged the AI hype wave and specialized

chip production for data centers to create an apparent justification for reducing consumer memory supply. While demand for DDR5 and even DDR4 remains high in Gaming and Workstation markets, these companies'

production lines have shifted toward HBM3 and HBM3E. Technically, HBM production is more complex and profitable, but this cannot explain the dramatic reduction in consumer DRAM supply. This crisis isn't

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