Category: Antitrust

Pian Chen and Rui Huang | April 22, 2026

Contract prices for NAND flash memory have risen sharply in the second half of 2025 as enterprise storage demand has accelerated alongside AI infrastructure investment. Prices are expected to double in 2026.[1] Despite rising demand and prices, Samsung and SK Hynix are planning production reductions in 2026 by 4.5% and 10.5%, respectively.[2] This raises key questions: Does Samsung and SK Hynix's announced supply reductions in 2026 raise antitrust concerns?

Pian Chen and Rui Huang | April 22, 2026

The adoption of AI and machine learning models to support pricing decisions has become widespread across industries. Property management, hospitality, retail, ride-sharing, and airline revenue management all now rely on algorithmic tools that process large volumes of data to generate pricing recommendations. These tools can create genuine efficiencies: they reduce the information burden on individual firms, allow faster responses to market conditions, and can improve resource allocation. But they also introduce a structural antitrust risk that traditional frameworks were not designed to address.

Rui Huang and Pian Chen | April 24, 2026

Multi-sided platforms have become a defining feature of modern commerce. Millions of businesses, large and small, participate in them every day. Amazon accounts for 35.7% of the $1.2 trillion U.S. e-commerce sales, and its third-party sellers generated approximately $575 billion in gross merchandise volume in 2025. Shopify powers 14% of U.S. e-commerce market and processed $378 billion in gross merchandise volume in 2025.[1] In short-term lodging, Airbnb commands approximately 44% of the global short-term rental market with revenue of $183 billion in 2024.[2] A growing range of other sectors, such as online travel and ride-sharing, also use multi-sided platforms to connect sellers and buyers.