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The Memory Chip Cartel (Second Request)
Today on Second Request, Executive Editor Teddy Downey sits down with Sacha Sloan a senior correspondent at The Capitol Forum to discuss Sacha's recent reporting on potential collusion in the microchip sector. Together they discuss how coordinated production cuts, reduced capital expenditures, and public signaling by major NAND manufacturers are contributing to a sharp supply crunch and record price increases.
To learn more about The Capitol Forum follow us on Bluesky and Linkedin.
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By The Capitol Forum
5
2323 ratings
Today on Second Request, Executive Editor Teddy Downey sits down with Sacha Sloan a senior correspondent at The Capitol Forum to discuss Sacha's recent reporting on potential collusion in the microchip sector. Together they discuss how coordinated production cuts, reduced capital expenditures, and public signaling by major NAND manufacturers are contributing to a sharp supply crunch and record price increases.
To learn more about The Capitol Forum follow us on Bluesky and Linkedin.
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