> The judge found that long-term HBM lock-ups, refusals of long-term conventional DRAM contracts, Micron's Crucial closure, fab delays, the failure to expand despite record prices, near-identical customer vetting and the companies' prior cartel history supported a plausible inference of conspiracy.
[−]philipallstar · 2026-11-15 Sun 18:21 UTC ·
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The only conspiracy is that they can make more money selling HBM and fabs are slow to spin up.
> The judge found that long-term HBM lock-ups, refusals of long-term conventional DRAM contracts, Micron's Crucial closure, fab delays, the failure to expand despite record prices, near-identical customer vetting and the companies' prior cartel history supported a plausible inference of conspiracy.
They didn't even announce plans to expand production until after the news of this class action lawsuit broke, despite massive DRAM price increases.