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Deep & Emerging Tech·June 30, 2026·1 min read

Did RAM suppliers fix memory prices? This lawsuit says they did — but I don’t think it will fix the RAMpocalypse

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Allegations that RAM vendors steered pricing toward HBM for AI data centers highlight how AI demand can distort component markets for everyone else. If your roadmap depends on commodity DRAM, assume price and availability volatility and lock in supply or design alternatives early.