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)
Jensen is to paranoid to do it. But whoever comes after him will do it ASAP.
Micron Announces Exit from Crucial Consumer Business
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Re: Micron Announces Exit from Crucial Consumer Business
#112This sucks! I know more about software than hardware. Crucial is the only ram I have bought for decades now. As a practical matter does this mean one needs to buy DDR5 ram now from MicroCenter for a build planned for next year? I just put 128gb into my latest Linux workstation. I had been planning to build a new NAS to replace my aging TrueNas (nee FreeNAS). I was just thinking about possibly building another dev box after being very happy with this AMD 9950x performance.
Re: Micron Announces Exit from Crucial Consumer Business
#113I'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)
Keep the retail investors happy so they keep pumping your stock.
Re: Micron Announces Exit from Crucial Consumer Business
#114Earlier 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.
I don't think that works in the situation of fabs. They are big and expensive pieces of tech with the latest fabs being the most expensive to construct.
You can't exactly break up a chip manufacturer when they have just 1 or 2 plants tooled for the latest memory.
IMO, recognizing chip fabrication as a national security asset and turning it into a public corporation would be the better way to go. Let the likes of intel/amd/or micron continue developing chips. But also, take control of the most expensive and risky part of chip manufacturing to make sure we don't fall behind due to corporate budget cuts. You also keep and continue to build expertise in a vital part of modern society.
Re: Micron Announces Exit from Crucial Consumer Business
#115Does this impact the western digital and SanDisk brands too? IIRC those brands got folded into Crucial.
Re: Micron Announces Exit from Crucial Consumer Business
#116In May this year, the 2x48GB Crucial SODIMM kit sold for £180. Today, the same kit is £275 in the Crucial Amazon store, and sales are limited to one unit per customer. The free market price seems to be over £500. Not a good time to be building a Mini PC or DIY laptop.
Re: Micron Announces Exit from Crucial Consumer Business
#117Wow. 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.
Wondering if we're going to have a situation in the future where we end up having to buy the hand-me-downs from industry after they're done with them (and thus kind of outdated tech)? Kind of seems like the days of building your own PC are numbered.
Re: Micron Announces Exit from Crucial Consumer Business
#118Wow. 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.
Maybe they keep the brand to resurrect it some years in the future when the surge of data centers has faded away and they'll have to find custumers between consumers.
Re: Micron Announces Exit from Crucial Consumer Business
#119I 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.
I also hope its just a blip, but I don't actually think it is. The democratization of technology was something that had the power to break down class barriers. Anyone could go get cheap, off the shelf hardware, a book, and write useful software & sell it. It became a way to take back the means of production. Computing being accessible and affordable for everyone = working class power. That is why its backsliding. Tho…
> Those in power want the opposite, they want to keep control. So we don't get to have open devices, we get pushed to thin clients & locked boot loaders
While it's undeniable that MAFIAA et al have been heavily lobbying for that crap... the problem is, there are lots of bad actors out there as well.
I 'member the 00s/10s, I made good money cleaning up people's computers after they fell for the wrong porn or warez site. Driver signatures and Secure Boot killed entire classes of malware persistence.
Re: Micron Announces Exit from Crucial Consumer Business
#120Sounds like an opportunity for Chinese companies to step in and dominate, they have their playbook with solar, batteries, EVs.