CryptoGoos (@cryptogoos) “🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron a” — TopicDigg
CryptoGoos
@cryptogoos
News, research, and analysis I personally use to make investment decisions across global financial markets.
加入 September 2022
1.2K 正在关注 119.8K 粉丝
🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED?
Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose.
The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply.
DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices.
The makers say it's innocent: AI buyers showed up with huge money for HBM.
But here's the bigger question.
Memory stocks are priced for endless AI demand.
If a court rules the scarcity was manufactured, how much of that demand was ever real?
显示更多
