Micron Announces Exit from Crucial Consumer Business
investors.micron.com
Micron Announces Exit from Crucial Consumer Business
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Re: Micron Announces Exit from Crucial Consumer Business
#2(Crucial the brand not the adjective)
They announced a month ago that their upstate NY fab was delayed by 2-3 years so the painting was on the wall
https://www.syracuse.com/micron/2025/11/micron-chip-factorie...
Re: Micron Announces Exit from Crucial Consumer Business
#3Micron are estimated to have 23% and 21% of global revenue for DRAM and HBM in Q2 2025.
Their 'smaller' market, SSDs - has an estimated 13% of global NAND revenue.
https://counterpointresearch.com/en/insights/global-dram-and... https://counterpointresearch.com/en/insights/global-nand-mem...
I don't know their breakdown for consumer vs enterprise, but the Crucial brand is consumer focussed. Obviously enterprise at this point is incredibly lucrative.
We're gonna need a bigger pin.
Re: Micron Announces Exit from Crucial Consumer Business
#4(Crucial the brand not the adjective) They announced a month ago that their upstate NY fab was delayed by 2-3 years so the painting was on the wall https://archive.md/WSsLm https://www.syracuse.com/micron/2025/11/micron-chip-factorie...
They don't need the fab for Crucial the brand.
Anything the fab outputs will feed into Micron selling to datacenters
Re: Micron Announces Exit from Crucial Consumer Business
#5When richer people than you want things, those things can become unavailable to you (or at least less available).
I really hope this bubble pops, all these investors lose their shirts, and prices come down to something reasonable.
Re: Micron Announces Exit from Crucial Consumer Business
#6MBA/Wall Street short term driven decision.
Re: Micron Announces Exit from Crucial Consumer Business
#7Crucial was always a brand that I associated with quality, and I used their memory to upgrade several MacBooks back when it was still possible to upgrade the memory on MacBooks.
That being said, the only SSD I’ve ever had fail on me was from Crucial.
In recent builds I have been using less expensive memory from other companies with varying degrees of brand recognizability, and never had a problem. And the days of being able to easily swap memory modules seem numbered, anyway.
Re: Micron Announces Exit from Crucial Consumer Business
#8> “The AI-driven growth in the data center has led to a surge in demand for memory and storage. Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments,” said Sumit Sadana, EVP and Chief Business Officer at Micron Technology.
"AI"-driven collapse will go down as the stupidest crisis in human history. The idiotic waste of gigantic amounts of civilizatory resources, for something that hasn't remotely proven useful yet, while simultaneously neglecting existentially mandated reforms and investments, in an outrageously obvious critical moment in time ... well that's gonna dwarf even historic missteps of organized religion and island cultures.
I am calling it now:
* Cancelled: Cyberpunk.
* New lore timeline: Hypepunk > Crash-Core > Silicon Gothic
* Historian epoch title: The Dark Ages.
Re: Micron Announces Exit from Crucial Consumer Business
#9I've only ever bought crucial ram for the past 20 years.
Re: Micron Announces Exit from Crucial Consumer Business
#10Wow. They're not selling off the business, they're totally exiting it.
This is a big loss. Crucial offered a supply chain direct from Micron. Most other consumer DRAM sources pass through middlemen, where fake parts and re-labeled rejects can be inserted.