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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

#191

Post by nradov »

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…

Is that a joke? Socializing important industries has always been a disaster. Government run organizations have never been able to innovate on a sustained basis.

Re: Micron Announces Exit from Crucial Consumer Business

#192

Post by IAmGraydon »

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]

Congrats on being the tone deaf baffoon of the day.

Re: Micron Announces Exit from Crucial Consumer Business

#193

Post by ta9000 »

IAmGraydon wrote: post #179
theoldgreybeard wrote: post #168

Every day I hate AI and big tech more and more. Just when I think I couldn’t hate them anymore, they find a way.

AI and big tech are just the ultimate expression of human greed. What you hate is human nature.

[dead]

Re: Micron Announces Exit from Crucial Consumer Business

#194

Post by nradov »

echelon wrote: post #152
venturecruelty wrote: post #69

Earlier quoted context omitted.

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

This is just supply and demand. Antitrust laws can/should be applied to, eg., Google for search and web monopolization. If someone is willing to pay more than you for a limited supply of some resource, that isn't a market monopoly.

Monopolies never last in the tech industry. IBM had a monopoly on mainframes. And they even kind of still do, but now no one cares because disruptive innovations in other computing platforms have made mainframes nearly irrelevant. Now startups like OpenAI and Perplexity are using disruptive innovations to rapidly make Google's traditional web search business irrelevant.

Re: Micron Announces Exit from Crucial Consumer Business

#195

Post by IAmGraydon »

blindriver wrote: post #149

If this AI bubble bursts and the anticipated demand evaporates, this will be one of the biggest debacles in the history of American business, akin to New Coke.

Akin to New Coke? Are you being serious? It’s several orders of magnitude worse than that.

Re: Micron Announces Exit from Crucial Consumer Business

#196

Post by benatkin »

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.

That's planned, not a disaster. They've deprioritized brand awareness. Siemens for instance doesn't need brand awareness, if they did, they'd pick an english name.

Re: Micron Announces Exit from Crucial Consumer Business

#197

Post by jmward01 »

zarzavat wrote: post #173
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.

It's just a brand. They can start it up again later if enterprise demand falls.

I hear the cries of a thousand people in marketing right now. Building a brand takes time. I could see this if they were thinking they needed to re-invent the brand and to help with that they were strategically taking a break but that seems like a stretch.

Re: Micron Announces Exit from Crucial Consumer Business

#199

Post by DevX101 »

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.

Software has been moving in the right direction. Tons of open source projects for every application imaginable. But hardware has gotten more closed. You can't replace batteries in phones, they get pre-loaded with state level spyware, laptops today have about the same hard drive space as 10 years ago to drive cloud usage, and GPUs and now memory seem to be becoming increasingly cost prohibitive for consumers.

Re: Micron Announces Exit from Crucial Consumer Business

#200

Post by hibikir »

mh- wrote: post #176
tharkun__ wrote: post #162

Earlier quoted context omitted.

Not my experience. I've been able to go to a local store to buy PC components for more than 35 years now and last did to upgrade the RAM in the laptop to be eligible for Win11. Online only was not cheaper and local store had it available same day. Local store does have online presence and is a chain tho. Mouse replacement on a weekend coz old one broke same story (button smashed in and not usable at all any longer).…

I'm curious where you live. Anecdotally, this is the opposite to the experience of everyone I know.

In many cities in the US, there's Microcenter, where you can walk out with every part you need. We also still have smaller stores that can build clones for you/hand you the boxes, but they don't quite have the same variety of parts.
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