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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

#141

Post by indemnity »

thewebguyd wrote: post #105
sgnelson wrote: post #93

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.

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…

Arguably Google and others like them would not even exist without access to cheap off the shelf hardware in their early days.

Re: Micron Announces Exit from Crucial Consumer Business

#142

Post by _cenw »

inferiorhuman wrote: post #123
sheepscreek wrote: post #90

Earlier quoted context omitted.

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.

They are rerouting RAMs for consumers to enterprise for server build up Enterprise? No. Micron is explicitly focusing on AI.

Enterprise as in the level of support and care these products will come with, as opposed to consumer or business.

Re: Micron Announces Exit from Crucial Consumer Business

#143

Post by dawnerd »

UncleOxidant wrote: post #117
sheepscreek wrote: post #90

Earlier quoted context omitted.

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the future where we end up having to buy the hand-me-downs from industry after they're done with them (and thus kind of outdated tech)?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.

Honestly, it's actually pretty awesome the deals you can get on used enterprise gear.

Re: Micron Announces Exit from Crucial Consumer Business

#144

Post by _cenw »

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...)

Hynix also started selling consumer SSDs with "SK Hynix" branding like 2-3 years ago. I guess we'll see how long that lasts.

Re: Micron Announces Exit from Crucial Consumer Business

#145

Post by derefr »

cogman10 wrote: post #114
venturecruelty wrote: post #69

Earlier quoted context omitted.

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 inte…

I mean, to take that one step further, if the underlying process-node technology (e.g. EUV) were nationalized, then you an entire nation-state's budget (and ability to get cheap loans) could be thrown at the problem of rapid horizontal buildout of fab capacity. Economics similar to nuclear power generation.

Re: Micron Announces Exit from Crucial Consumer Business

#146

Post by _cenw »

jmward01 wrote: post #95

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.

AI being a useful component in our futures (depending on how much as a society we'll shun slop) and the current scale of AI investment being a line-go-up bubble are complementary, not exclusive.

It really is just dotcom all over again.

Re: Micron Announces Exit from Crucial Consumer Business

#147

Post by knowitnone3 »

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.

and when the AI boom pops, Micron is going to lose out on the consumer market. This is a horrible business decision. All they had to do was increase the price.

Re: Micron Announces Exit from Crucial Consumer Business

#148

Post by derefr »

londons_explore wrote: post #91
jeffbee wrote: post #55

Earlier quoted context omitted.

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 m…

> 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.

When this is a company's core complaint, then the usual strategy for getting out of the D2C business (without losing D2C revenue) is finding a channel partner willing to absorb the dealflow. I.e. turning your B2C channel into a single B2B(2C) enterprise customer.

Re: Micron Announces Exit from Crucial Consumer Business

#150

Post by bigstrat2003 »

mschuster91 wrote: post #126
KapKap66 wrote: post #92

Earlier quoted context omitted.

They didn't mess up Valve yet :)

Try buying GTA San Andreas on Steam - if you didn't buy it before some cutoff date a few years ago, all you can get is the shit AI textures "remaster". Steam is a powerful force, and I applaud them for staying private and not IPO'ing - but their founders won't be around forever (hell Gabe, please transfer Steam into some sort of public-good trust or whatever, or have provisions in your will making it impossible for w…

It's not exactly Valve's fault what Rockstar has decided to do with sales of their games.
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