Did 'Sam-Hynix' Intentionally Reduce Supply? The Truth Behind Semiconductor 'Conspiracy ...

Theory Briefing

• Samsung and SK Hynix together dominate global memory chip supply, making any production cut feel like a coordinated move to consumers and rivals.
• The conspiracy theory hinges on whether simultaneous output reductions by two giants reflect collusion or independent responses to the same market downturn.
• Professor Kwon Seok-jun examines whether the 'intentional supply squeeze' narrative holds up against the economics of the semiconductor cycle.
• Memory chip markets are notoriously cyclical — oversupply crashes prices, prompting cutbacks that can look suspicious even when they are rational self-interest.