Don't Fear the Memory Rally
From the article
The three biggest memory producers in the world, Samsung Electronics (005930 KS), SK hynix (000660 KS) and Micron (MU) have all eclipsed $1 trillion in market capitalization, joining a small cohort of companies sharing the same accolade. More recently, this milestone has drawn scrutiny.
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investorideas.com·1mo ago

The largest RAM and storage component manufacturers are being sued for alleged price fixing and stoking "supracompetitive prices"
eurogamer·9d ago
Samsung and SK Hynix pledge $518B for four new memory fabs in South Korea
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Samsung, SK Hynix, Micron Sued for Alleged Memory Price-Fixing
PCMag·8d ago

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