I think an investigation is fine but I also think they might actually have a reasonable defense with demand around HBM.
The way this is packaged seems to hinge on the expectation that there isn't some kind of AI revolution under way. Everyone just spontaneously decided to fuck over dram production and instead manufacture nearly impossible assemblies that yield like shit. The semiconductor industry. Famously risk adverse. I really don't buy it.
If the dram price went up and there wasnt something like HBM demand to explain it away, then perhaps we have something more serious to work with.
Sure, courts don't declare people innocent, but rather "not guilty" given the evidence and societal standards of conduct.
It gets a little dubious, when the former CEO of Nvidia is broadcast on international news about making friendly recommendations to SK Hynix to focus on HBM over a consumer market they already hit 90% profit margins on. Then a year later hitting 600% growth in a market circularly financed by Nvidia.
These people ruined a lot of other peoples fun, and while not a crime they still burned their brands goodwill with consumers. In court that will matter whether they like it or not. =3
"Pride goes before destruction, And a haughty spirit before a fall." (proverb 16:18)
The way this is packaged seems to hinge on the expectation that there isn't some kind of AI revolution under way. Everyone just spontaneously decided to fuck over dram production and instead manufacture nearly impossible assemblies that yield like shit. The semiconductor industry. Famously risk adverse. I really don't buy it.
If the dram price went up and there wasnt something like HBM demand to explain it away, then perhaps we have something more serious to work with.
It gets a little dubious, when the former CEO of Nvidia is broadcast on international news about making friendly recommendations to SK Hynix to focus on HBM over a consumer market they already hit 90% profit margins on. Then a year later hitting 600% growth in a market circularly financed by Nvidia.
These people ruined a lot of other peoples fun, and while not a crime they still burned their brands goodwill with consumers. In court that will matter whether they like it or not. =3
"Pride goes before destruction, And a haughty spirit before a fall." (proverb 16:18)