L’IA a bon dos, nous verrons plus tard, si il y a eu entente sur les prix … Ce ne serait pas une premièreetTSMC ne fabrique pas de mémoire, les barettes serveurs sont souvent ECC mais pas fondamentalement différentes des non-ECC, l’IA réclame de la bande passante, donc essentiellement des mémoires HBM(X) dont les lignes de productions n’ont rien à voir avec les DDR et GDDR habituelles.C’est possible que les ré allocations de matières premieres, ressoiurces et fabriques de mémoires à destination de l’IA aient un impact sur la mémoire mainstream, mais delà à nous parler de 30 à 60% d’augmentation, il doit y avoir un loup … Ne serait ce que l’annonce en elle même qui donne l’impression que le secteur grand public et semi pro doit subir une décision pré programmée et pré comptabilisée, pré reportée sur un secteur client qui n’aurait rien à dire ou à défendre.On verra dans quelques années, si déjà les prix s’envolent et si une enquête qui aura lieu, démontrera que l’histoire se répète aux travers de délits d’initiés et manipulation de marché.Quelques autres éléments"Samsung, SK Hynix, and Micron are facing renewed scrutiny over alleged anti-competitive behavior in the DRAM market, with a significant development occurring in 2018 when Chinese antitrust regulators launched an investigation into the three companies for suspected price-fixing.This investigation was prompted by a period of sustained price increases in DRAM and NAND Flash products from 2016 to 2018, which led to a doubling of the global memory market size to $158 billion by 2018.*The Chinese authorities were particularly concerned about the impact on domestic OEMs and the potential for collusion to artificially limit supply and inflate prices.*Although the specific outcome of the 2018 Chinese investigation is not detailed in the provided context, the companies were also subject to a prior EU anti-monopoly investigation in 2010, which resulted in a total fine of 331 million euros, with Samsung being fined 146 million euros.*2016-2018 Price Surge and Market Impact: A significant price increase for DRAM and NAND Flash products began in the third quarter of 2016 and persisted for two years, despite adequate production capacity.This surge led to a dramatic rise in the global market size, from $76.8 billion in 2016 to $158 billion in 2018.*The price increases were felt globally, driving up the cost of consumer electronics like mobile phones, SSDs, and computers.*China was a major market, with its import of memory chips reaching $123.067 billion in 2018, accounting for 78% of the global market.*2018 Chinese Antitrust Investigation: In response to the price surge, Chinese authorities initiated an investigation into Samsung, SK Hynix, and Micron in May 2018, suspecting them of monopolistic conduct and price-fixing.The investigation was fueled by concerns from Chinese OEMs and allegations that Micron interfered with the supply of equipment to a Chinese memory manufacturer, Fujian Jinhua Integrated Circuit Co. (JHICC).*The potential fines were estimated to be as high as $8 billion, based on the value of memory chips imported into China during 2016-2017.*2010 EU Anti-Monopoly Decision: The context references a prior, definitive EU anti-monopoly decision from 2010, which found Samsung, SK Hynix, and Micron guilty of price-fixing in the DRAM market.This decision followed an investigation launched in 2002, which led to the companies admitting their behavior and applying for leniency.*The European Commission imposed a total fine of 331 million euros, with Samsung receiving the largest penalty of 146 million euros.*This historical precedent is relevant as it demonstrates the EU’s approach to such cases, with fines calculated as a percentage of sales revenue.*""In 2021, a class-action lawsuit was filed in the United States against Samsung Electronics, SK Hynix, and Micron Technology, alleging collusion to artificially inflate DRAM chip prices between 2016 and 2017 by limiting market supply, which allegedly led to a price surge exceeding 130% and doubled profits for the companies.This lawsuit, brought by the U.S. law firm Hagens Berman on behalf of American consumers who purchased electronics during that period, was a reattempt following a similar case dismissed in December 2020.*As of November 15, 2025, the outcome of this 2021 lawsuit remains unresolved, with no further updates provided in the available context.*2016–2017 DRAM Price Fixing Allegations (2021 Lawsuit): The lawsuit claimed that Samsung, SK Hynix, and Micron conspired to reduce DRAM supply, driving up prices and violating antitrust laws, impacting consumers who bought PCs and mobile phones.The case was filed in San Jose, California, and represented 14 individual plaintiffs.*The U.S. law firm Hagens Berman argued that the companies’ market dominance—accounting for nearly 100% of the global DRAM market—enabled this alleged collusion.*Industry officials countered that DRAM pricing is driven by supply and demand, noting a downtrend in prices over the two years prior to the lawsuit.*2018 Lawsuit Attempt: A prior class-action lawsuit with identical claims was filed in April 2018 by Hagens Berman, but it was dismissed by the court in December 2020.The 2021 case is seen as a renewed effort to pursue the same allegations, though the legal basis for success remains uncertain.*Market Context: As of 2020, Samsung held a 42.1% market share in DRAM, followed by SK Hynix at 29.5% and Micron at 23%.The companies have also engaged in cross-licensing agreements, such as one signed in 2013, to manage patent rights.*In 2025, Micron is making significant strides in the high-bandwidth memory (HBM) market, having passed Nvidia’s quality verification for its fifth-generation HBM3E chips and beginning mass production for use in AI accelerators."*c’est pas gagné, pot de terre, contre pot de fer, une histoire qui dure encore à ce jour.

Après le minage du Bitcoin et la pénurie de cartes graphiques, c’est au tour de l’IA et la pénurie de mémoires. Un air de déjà vu. Quelle sera la prochaine pénurie, faites vos jeux…

Même si les puces ne sont pas les mêmes, elles sortent des mêmes fonderies, quand une usine est monopolisée à faire des puces pour les barrettes de serveur ou les cartes graphiques, elle ne produit plus de puces pour les barrettes grand public.C’est pour ça que la forte demande sur les GPU nVidia affecte par exemple aussi les approvisionnements d’AMD, qui a dû mal à passer commande chez TSMC.

Comme la bulle internet qui devait exploser en 1998 car soi disant cela ne servait à rien ? A mon avis c’est le contraire : tout va passer par l’IA dans pas longtemps et on ne fera pas machine arrière

Il ne l’a pas volé stricto sensu. Mais cet argent est le fruit du travail de dizaines de milliers de personnes, qu’il s’accapare.