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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

#91

Post by londons_explore »

jeffbee wrote: post #55
wmf wrote: post #49

Earlier quoted context omitted.

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

They will probably sell Micron-label DIMMs to anyone who offers to buy 1000 of them.

This.

And they're effectively saying they've had enough of running call centers, tracing lost parcels, weirdo customers who show up at the factory, running marketing campaigns etc.

A consumer facing business is a lot of overhead, and since more and more hardware now has soldered ram, it is a shrinking business too.

Shrinking businesses are super hard to run - it's far easier to grow a business than shrink it whilst maintaining the same margins.

Re: Micron Announces Exit from Crucial Consumer Business

#92

Post by KapKap66 »

20after4 wrote: post #67
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…

Yes, the MBAs and private equity firms are about 80% of the way through ruining everything that was ever good in the world. They've been accelerating exponentially. Probably won't be long now. I like to think it can't get much worse but I thought that several times before and I've been proven wrong each time. Optimism is getting much harder to hold on it.

They didn't mess up Valve yet :)

Re: Micron Announces Exit from Crucial Consumer Business

#93

Post by sgnelson »

I feel like the "democratization of technology" is on the back slide. For the longest time, we had more and more access to high end technology at very reasonable price points.

Now it feels like if you're not Facebook, Google, OpenAI, etc. etc. computation isn't for you.

I hope this is just a blip, but I think there is a trend over the past few years.

Re: Micron Announces Exit from Crucial Consumer Business

#94

Post by addaon »

LargoLasskhyfv wrote: post #58
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.

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...)

Strange that Klevv is putting RGB LEDs on DIMMs, and Samsung isn't. Where does Samsung plan to put the advertisements?

Re: Micron Announces Exit from Crucial Consumer Business

#95

Post by jmward01 »

I am a huge believer in AI, but the build-out right now, justified or not, will definitely hit a slowdown at some point. Not being diverse in their customer base could really hurt them later on. Sometimes you keep something going for tomorrow's business even if it is costing you something today.

Re: Micron Announces Exit from Crucial Consumer Business

#96

Post by Spooky23 »

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 is chasing AI glory. Their stock valuation has no room for consumer business, which is a distraction.

You can’t think about companies like it’s 2024. We’re in a gilded age with unlimited corruption… Anything can happen. They can sign a trillion dollar deal with OpenAI, get acquired by NVidia, merge with Intel, get nationalized by Trump, etc.

Re: Micron Announces Exit from Crucial Consumer Business

#99

Post by snuxoll »

babypuncher wrote: post #80
bluescrn wrote: post #53

Earlier quoted context omitted.

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…

The push for ray tracing comes from the fact that they've reached the practical limits of scaling more conventional rendering. RT performance is where we are seeing the most gen-on-gen performance improvement, across GPU vendors. Poor RT performance is more a developer skill issue than a problem with the tech. We've had games like Doom The Dark Ages that flat out require RT, but the RT lighting pass only accounts for…

The literal multi-million dollar question that executives have never bothered asking: When is it enough?

Do I, as a player, appreciate the extra visual detail in new games? Sure, most of the time.

But, if you asked me what I enjoy playing more 80% of the time? I'd pull out a list of 10+ year old titles that I keep coming back to, and more that I would rather play than what's on the market today if they only had an active playerbase (for multiplayer titles).

Honestly, I know I'm not alone in saying this: I'd rather we had more games focused on good mechanics and story, instead of visually impressive works that pile on MTX to recoup insane production costs. Maybe this is just the catalyst we need to get studios to redirect budgets to making games fun instead of spending a bunch of budget on visual quality.

Re: Micron Announces Exit from Crucial Consumer Business

#100

Post by q3k »

ruralfam wrote: post #59
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…

[flagged]

would you kindly not
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