> No, but AMD would (I have no clue if they do) release a cheaper product and therefore get the biggest market share.

And how many AMD cards have you seen being used for DL? Hint: 0

> The problem is not about Samsung setting a high price. It's about all three companies setting that high price, seemingly together.

Parent is implying collusion and fixing on the sole basis of prices being above historical means, that's not price fixing.

Also, you're describing price fixing, not providing an evidence that it is possibly taking place. I work in Azure, so I know quite a bit about the current pricing environment around semis. It isn't as much as fixing as is the sudden explosive demand for their products.

* Take a look at the historical earnings for these companies, they were barely scraping by a couple years ago (Micron was under >$10B debt which was more than 50% of their market cap at the time). You can't justify capex on growing supply when you don't even have money to cover debt.

* Look at the trend of DRAM attach rates and software requirements for memory, nowdays everyone is happy running an entire instance of chrome for their communication, editor and what not; Deep Learning and data economy have taken off in the past few years which is requiring records amount of both logic and memory chips.

The current prices are a function of demand and supply. I do see them heading slightly lower on better margins due to lower debt and better yields on more mature processes (possibly even 1Y nm process node this year) but we'll be here for a while without any price fixing.