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Micron Announces Exit from Crucial Consumer Business

investors.micron.com

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Re: Micron Announces Exit from Crucial Consumer Business

#11

Post by consumer451 »

ZoneZealot wrote: post #3

Micron 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 thi…

Tangent: this is going to happen with SOTA LLMs as well, isn't it.

Consumers are so annoying. And by consumers, I mean "anyone can get an API key for the latest model."

Re: Micron Announces Exit from Crucial Consumer Business

#13

Post by Y_Y »

jijijijij wrote: post #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 hist…

Indeed it was naive of us not to have called that controversial medieval lull in societal progress "The First Dark Ages".

Re: Micron Announces Exit from Crucial Consumer Business

#14

Post by jhack »

jijijijij wrote: post #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 hist…

"The idiotic waste of gigantic amounts of civilizatory resources, for something that hasn't remotely proven useful yet"

https://ai.nejm.org/doi/full/10.1056/AI-S2501208

Re: Micron Announces Exit from Crucial Consumer Business

#19

Post by lambchoppers »

m4r1k wrote: post #16

I have also bought Crucial for decades. Great quality and reliability for a fair price. Anybody doing anything semi-professional will be impacted by this questionable decision.

If you are going to sell shovels for a gold rush its pretty silly to keep rational market compatibility on things like prices, defect rate, packaging, correct contents.. Probably better to spare the brand (for a reboot?) and also not compete as much with all that junk when it shows up again on eBay.

Re: Micron Announces Exit from Crucial Consumer Business

#20

Post by walterbell »

Animats wrote: post #10

Wow. 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.

Should countries have a upper limit on the ratio of server:client memory supply chain capacity? If no one can buy client hardware to access the cloud, how would cloud providers survive after driving their customers to extinction?

It shouldn't be possible for one holding company (OpenAI) to silently buy all available memory wafer capacity from Samsung and SK Hynix, before the rest of civilization even has the opportunity to make a counteroffer.

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