Seems foolish, I've been a long-term shareholder in Micron but this seems aimed at short-term profit maximization. So I guess I'll be a short-term shareholder now.
Micron Announces Exit from Crucial Consumer Business
51–60 of 407 posts
Re: Micron Announces Exit from Crucial Consumer Business
#52When 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.
When it eventually does, they'll just come up with something else. Nvidia got a taste of inflated prices from the Crypto and then AI, and they're not going to just let that go. If nothing exists they'll make something and hype it endlessly to try to keep this going.
Then I sure hope Nvidia completely ceases to exist, like SGI, who, ironically, was decimated by Nvidia and cheap consumer hardware.
Re: Micron Announces Exit from Crucial Consumer Business
#53I'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)
Might almost be a good thing, if it means abandoning overhyped/underperforming high-end game rendering tech, and taking things in a different direction.
The push for 4K with raytracing hasn't been a good thing, as it's pushed hardware costs way up and led to the attempts to fake it with AI upscaling and 'fake frames'. And even before that, the increased reliance on temporal antialiasing was becoming problematic.
The last decade or so of hardware/tech advances haven't really improved the games.
Re: Micron Announces Exit from Crucial Consumer Business
#54I'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)
Honestly, I'd prefer it. It might get AMD and Intel more off their ass for GPU development. I already stopped buying Nvidia gpus ages ago before they saw value in the Linux/Unix market, and I'm tired of them sucking up all the air in the room.
Re: Micron Announces Exit from Crucial Consumer Business
#55Re: Micron Announces Exit from Crucial Consumer Business
#56Nearly every pc in my current collection has Crucial ram. My main desktop has a Crucial NVME drive, and I've got 2.5in SATA SSDs from Crucial in family computers.
I don't want to have to start buying obscure keysmash chinese brands for normal looking affordable hardware.
God dammit Micron.
Re: Micron Announces Exit from Crucial Consumer Business
#57I'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)
The way things are going no one will be able to afford a PC.
Instead we will be streaming games from our locked down tablets and paying a monthly subscription for the pleasure.
Re: Micron Announces Exit from Crucial Consumer Business
#58Wow. 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.
There is KLEVV, the outlet of SK Hynix. They are crass!
https://www.klevv.com/ken/main
And don't forget about https://www.nanya.com/en/
While I never had a problem with https://semiconductor.samsung.com/dram/module/ , I think they will be rare/more expensive now, or 'soonish'.
For chinese CXMT and YMTC there is https://www.biwintech.com/
We live in interesting times!
(Cackling madly...)
Re: Micron Announces Exit from Crucial Consumer Business
#59> 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…
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Re: Micron Announces Exit from Crucial Consumer Business
#60Another Big Tech company getting hollowed out to maximize short term profits.
This brand has existed for what, 20+ years? You dont think they can look at long-term trendlines of revenue and expenses?
Please explain how this is "short term" thinking.