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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

#21
Sad. I've been buying Crucial as an attempt to avoid counterfeits, both buying direct and on eBay. Every DIMM and SSD from them has been perfect so far.

(ProTip: When you see 'Crucial'-labeled DIMMs with chips that don't have the Micron 'M' logo, I wouldn't buy that, or I would send it back.)

Re: Micron Announces Exit from Crucial Consumer Business

#22
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.

I wonder why they didn't pull a GE, and sell/license the brand. But I'm glad they didn't.

Re: Micron Announces Exit from Crucial Consumer Business

#23
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 opportun…

If you asked me to estimate the weighted fraction of clients accessing cloud services using devices with retail DIMMs, I would say much less than 1%.

Re: Micron Announces Exit from Crucial Consumer Business

#24

Crucial 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 bei…

I also had a Crucial SSD fail. I believe it was either 256GB or 512GB SATA, around 2013-2014. Right around the same time OCZ released a batch of SSDs that were so bad they went out of business, despite being a leader in performance. It was a fairly large story about defective silicon. Good lesson in not being too loyal to brand names.

Re: Micron Announces Exit from Crucial Consumer Business

#25

What a disaster for Micron. Having a consumer facing brand is 'crucial' for brand awareness. Micron is the smallest of the big 3 in DRAM and the only one in America. They're going to be swallowed up and replaced by CXMT.

The brand aware "consumers" are really just DIY PC builders, which is relatively a small number. Enterprise DRAM business is doing so great that Micron just doesn't see the consumer market is worth chasing.

This is bad for consumers though since DRAM prices are skyrocketing and now we have one less company making consumer DRAM.

Re: Micron Announces Exit from Crucial Consumer Business

#26
post #23

Earlier quoted context omitted.

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 opportun…

If you asked me to estimate the weighted fraction of clients accessing cloud services using devices with retail DIMMs, I would say much less than 1%.

It's the same memory wafer capacity. They're not separate.

Re: Micron Announces Exit from Crucial Consumer Business

#27
post #23

Earlier quoted context omitted.

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 opportun…

If you asked me to estimate the weighted fraction of clients accessing cloud services using devices with retail DIMMs, I would say much less than 1%.

It's not just retail DIMMS, most notebook and smartphone vendors are also impacted by NAND being redirected to datacenters.
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