[theshackleford]

> from getting accused of price fixing and cartel behavior

"Accused" makes it sound like these things may still be up in the air, when they very much are not. I would choose instead the much clearer "A number of those involved in DRAM production have a proven history of cartel behavior and price fixing."

For those who may not be familiar with some of the history in this area:

https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

[gimmeThaBeet]

I said accused mainly because the big 3 won their last antitrust suit in the US, sort of "what have you caught me for, lately?" approach.

For all I know, maybe they are dumb enough to try and actually coordinate again, my hunch would be no, or they've tried something new and inventive. Like Matt Levine talked about how so many landlords were using the same software to set prices, that one was pretty shady.

But it is interesting where it is popping up at the moment, like power transformers is another area. These companies have lived through these cycles before, and know there is no one to save them if they overleverage and get it wrong.