Don't think we will see much come from any 'investigation' into the big three memory producers....
They are IMO simply making a (from their perspective) sound business decision to allow supply to lag behind (the increasing) demand.
There has (to my knowledge) not been any significant contraction in the supply side (nothing like the floods issue with hard drives just some smaller
hiccups) but there has simply been an explosion in demand for memory with smart phones now regularly coming equipped with sizeable amounts of on board RAM for one example ..
New fabs are incredibly expensive to build and have a lead time of at
least 12 months for construction and testing of a modern plant. Therefore the companies involved have to weigh up the pros and cons of investing in new ones....
They might make a few more sales in the shorter term but if the market changes they could be left with some billion dollar white elephant style fabs on their books and some serious losses if they expand their capacity faster....
The news that the least two of the major companies have recently been building some extra capacity (
here and
here) suggests that their existing fabs are working at or near their maximum capacity so I don't think their sandbagging by reducing their capacity from their existing infrastructure to bump up
prices.
So it's somewhat in their interests to be cautious.... I don't see how a regulatory body can 'force' a company to make potentially risky and very expensive investments in new facilities for the sole purpose of increasing overall supply of a product so consumer prices drop...
I'm summary I don't think it's as simple as shouting that it's all down to greedy manufacturers, distributors and retailers.....