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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

#41

Post by tomasphan »

httpz wrote: post #28

I'm half joking but if this AI boom continues we're going to see Nvidia exit from consumer GPU business. But Jensen Huang will never do that to us... (I hope)

There is a couple reasons why Jensen won't take off the gaming leather jacket just yet:

1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards.

2. Its a market defense to keep other players down and keep them from growing their way into data centers.

3. Its profitable (probably the main reason but boring)

4. Hedge against data center volatility (10 key customers vs millions)

5. Antitrust defense (which they used when they tried to buy ARM)

Re: Micron Announces Exit from Crucial Consumer Business

#43

Post by thewebguyd »

jakebasile wrote: post #38

> This decision reflects Micron’s commitment to its ongoing portfolio transformation and the resulting alignment of its business to secular, profitable growth vectors in memory and storage. By concentrating on core enterprise and commercial segments, Micron aims to improve long-term business performance and create value for strategic customers as well as stakeholders. What the fuck does "secular" even mean in this co…

>Is there religious DRAM?

RAM optimized for TempleOS and Holy-C

Re: Micron Announces Exit from Crucial Consumer Business

#44

Post by jijijijij »

jhack wrote: post #14
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

Dude, that's like someone's opinion. Also neural nets doing pattern recognition on x-ray images is not the reason Micron abandoned their consumer shovel business.

Re: Micron Announces Exit from Crucial Consumer Business

#45

Post by theelous3 »

httpz wrote: post #25
throwaway48476 wrote: post #17

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.

The people who occupy the b2b ram buying kind of jobs are not aliens from another planet. Brand awareness in consumer markets, especially ones that are so closely tied to people's jobs (nerds gonna nerd) is going to have a knock on effect. It's not like a clothing brand or something.

Re: Micron Announces Exit from Crucial Consumer Business

#46

Post by newsclues »

walterbell wrote: post #20
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 opportun…

Devices like smartphones and tablets that are locked down will continue to exist.

It’s these pesky pc things that people do bad things like piracy with/s

Re: Micron Announces Exit from Crucial Consumer Business

#47

Post by Yokolos »

neilv wrote: post #22
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.

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

Why would anybody buy it? This is a bad sign for consumer memory in general. It's more likely we're going to see more exits from this segment instead.

Re: Micron Announces Exit from Crucial Consumer Business

#49

Post by wmf »

simlevesque wrote: post #26
jeffbee wrote: post #23

Earlier quoted context omitted.

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.

Yeah but Micron is only exiting the retail business. They will still sell DIMMs to Dell, HP, Lenovo, etc.

Re: Micron Announces Exit from Crucial Consumer Business

#50

Post by mrcwinn »

throwaway48476 wrote: post #17

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.

You’re exactly wrong. In the race to supply AI data center, there is no “consumer” (in the sense I think you mean) making or influencing a buying decision. Without a clear path to increase supply, why take $1 when you can have $6 or $7?
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