Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Micron Announces Exit from Crucial Consumer Business

investors.micron.com

Post reply on HN
Print view View original

81–90 of 407 posts

Re: Micron Announces Exit from Crucial Consumer Business

#81

Post by dboreham »

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.

Micron had infinite brand awareness in the electronics industry long before they made SSDs. Heck they don't even use their own name for those products. They've been a memory vendor for more than 40 years and they're the only vendor with US domestic memory fabs. Something tells me their future will be just fine. Disclosure: Micron stock holder.

Re: Micron Announces Exit from Crucial Consumer Business

#82

Post by snsosjsjbs »

venturecruelty wrote: post #69
walterbell wrote: post #20

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…

We can prevent this from happening by enforcing 100-year-old antitrust laws.

[flagged]

Re: Micron Announces Exit from Crucial Consumer Business

#83

Post by donatj »

This seems like a very short-sighted mistake...

The AI memory bubble is going to bust eventually. They have such enormous brand recognition and are known for selling a quality-first product.

To just throw that all away is insane.

For the last ten plus years I have only bought Crucial RAM. I am well beyond disapointed to hear this.

Re: Micron Announces Exit from Crucial Consumer Business

#85

Post by ajross »

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.

> What a disaster for Micron.

Almost certainly this is because of a windfall for Micron, at least in the short term. Datacenter memory demand is going through the roof, and that was where margins were highest already. It makes no sense to continue to try to milk a consumer brand that can be sold at, what, a 20% markup over generics?

Most likely Micron was planning this forever, and the current market conditions are such that it's time to pull the trigger and retool everything for GPU memory.

Re: Micron Announces Exit from Crucial Consumer Business

#86

Post by pogue »

snsosjsjbs wrote: post #82
venturecruelty wrote: post #69

Earlier quoted context omitted.

We can prevent this from happening by enforcing 100-year-old antitrust laws.

[flagged]

> Religion, nationalism, race, etc are the correct ways and historically successful ways to deal with this

What??

Re: Micron Announces Exit from Crucial Consumer Business

#87

Post by trashface »

Bummer. Crucial had a lifetime warranty on memory. So when my 2012 Macbook pro cooked the aftermarket memory I had put in it, they replaced it for free. A few years later same system cooked the new memory chip. Again they replaced it no charge. Got six years out of it before keyboard failed, would have bricked itself far earlier if not for crucial.

Re: Micron Announces Exit from Crucial Consumer Business

#88

Post by darth_avocado »

BizarroLand wrote: post #75
tomasphan wrote: post #41

Earlier quoted context omitted.

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 mil…

6. Techies who use NVidia GPUs in their PCs are more likely to play with AI and ultimately contribute to the space as either a developer or a user

7. Maybe just don’t put all your eggs in one basket, especially when that basket is an industry that has yet to materialize its promise.

Re: Micron Announces Exit from Crucial Consumer Business

#89

Post by alecco »

listenallyall wrote: post #60
alecco wrote: post #42

Another 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.

Betraying a decades-long loyal customer base for a bunch of AI companies that might get wiped out in a couple of years.

Re: Micron Announces Exit from Crucial Consumer Business

#90

Post by sheepscreek »

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.

They are rerouting RAMs for consumers to enterprise for server build up - for higher margins I’m sure. MAG7 will happily pay more but poor consumers like us can’t - this is more bad news for us.
Post reply on HN