It was brought up in a different HN submission about a week ago, here's the specific quote from the article: https://news.ycombinator.com/item?id=46169499

> Budget brands normally buy older DRAM fabrication equipment from mega-producers like Samsung when Samsung upgrades their DRAM lines to the latest and greatest equipment. This allows the DRAM market to expand more than it would otherwise because it makes any upgrading of the fanciest production lines to still be additive change to the market. However, Korean memory firms have been terrified that reselling old equipment to China-adjacent OEMs might trigger U.S. retaliation…and so those machines have been sitting idle in warehouses since early spring. - https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...

Every one seems so focused on that one company supposedly had "fake demand" just to ruin it for competitors, while the supply also seemingly is being suppressed, and no one seems to be talking about that. To me that seems like a much bigger deal, because then the market can't even restore the supply...