this post was submitted on 04 Dec 2025
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Explain Like I'm Five
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Micron and Samsung have been accused of colluding in addition to utilizing the South Korean government as a bit of a puppet in their price wars. Now micron has formally announced they're exiting the consumer market. They say that this will affect crucial, but obvious many 3rd parties use Micron as well. I think the odds of this announcement coming as a shock to either SK Hynix or Samsung is zero and most likely they are dividing their interests to help each other avoid competition to lower the price hikes they've fought for through years of stubborn supply "shortages"
It's also possible that Micron and Samsung are colluding against SK Hynix, since that has been the defacto leader for DDR5