I haven't watched the whole thing either, but basically

https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

+ showing the people responsible have only been promoted in those companies

+ pointing out 3 (Micron, Samsung, SK Hynix) companies at the heart of it now have 95% of market share

+ hypothesis they've doing it again (or rather, have continued doing it "business as usual")