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.
Micron Announces Exit from Crucial Consumer Business
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Re: Micron Announces Exit from Crucial Consumer Business
#62Re: Micron Announces Exit from Crucial Consumer Business
#63Re: Micron Announces Exit from Crucial Consumer Business
#64Earlier quoted context omitted.
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
#65Re: Micron Announces Exit from Crucial Consumer Business
#66I'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
#67> 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…
Re: Micron Announces Exit from Crucial Consumer Business
#68> 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…
Re: Micron Announces Exit from Crucial Consumer Business
#69Wow. 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…
Re: Micron Announces Exit from Crucial Consumer Business
#70I’m sure that decision will look real smart in 3 years time.