Court Refuses to Dismiss DRAM Supply Conspiracy Suit Against Samsung, SK Hynix, Micron
SumitGup · x · 2026-11-15
A California federal judge, Noёl Wise, denied in full the joint motion to dismiss a proposed class action alleging Samsung, SK Hynix and Micron conspired to restrict conventional DRAM supply (e.g. DDR5) and shift capacity to HBM.
- The court held the case is not a rerun of the Ninth Circuit's 2022 DRAM II dismissal
- Evidence supporting a plausible conspiracy inference: long-term HBM lock-ups, refusals of long-term DRAM contracts, Micron's Crucial closure, fab delays, no expansion despite record prices, near-identical customer vetting, and the trio's prior cartel history
- Three plaintiff arguments got no weight: "supply discipline" investor statements, executive meetings at conferences, and the three-company market structure
- Answers due Dec 7, 2026; initial case management conference reset for Jan 12, 2027
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