Скачать или смотреть The DRAM Cartel | Price Fixing, Anti-Consumer Collusion, & Corporate Conspiracy

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THE DRAM CARTEL: With absurd RAM prices and shortages of desktop memory, we've noticed a lot of parallels between the current AI demand (or "demand") for memory and the DRAM Cartel eras of the industry. This especially feels familiar with reservations of memory not yet manufactured for data centers not yet guaranteed. In this special report and deep-dive documentary, we dig deep through the archives of the internet, magazines, and newspapers to compile a definitive history of the DRAM Cartel, plus its modern parallels to the AI industry. Our documentary covers the memory price-fixing scandal of 1998-2002, additional price fixing conspiracy allegations in 2016-2022, and all the ways in which the memory makers have stabbed each other in the back over the last 60 years.

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TIMESTAMPS

00:00:00 - The DRAM Cartel
00:06:01 - WE NEED YOUR HELP and new mouse mat
00:07:17 - DRAM Industry from the Beginning
00:09:05 - Inventing DRAM
00:11:52 - Co-Opetition
00:18:11 - A New Order and The Big Three
00:21:21 - 1950 to 1970 - Birth of the Industry
00:25:46 - 1971 to 1979 - US Dominance and Japan Enters
00:29:12 - 1980 to 1997 - The Tide Turns and Trade Wars
00:38:43 - Japan's Lost Decade and Dawn of Korean Memory
00:45:27 - 1998 to 2002 - The Cartel Forms
00:51:29 - Fractured Cartel
00:57:15 - 2002 to 2016 - Cornered
01:08:38 - 2017 to 2025 - IP Theft and US China Trade War

CORRECTIONS:
00:28:27 - We missed the title card in the bottom left during the final edit pass. This card should read "MIT" as the source, specifically, "A Study of the DRAM Industry."

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Steve Burke: Host, Writing, Editing Lead
Mike Gaglione: Editing Support
Vitalii Makhnovets: Sr. Editor, Production
Tim Phetdara: Editing
Andrew Coleman: Editing
Tannen Williams: Primary Writing, Research
Ben Benson: Research Support