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Micron Announces Exit from Crucial Consumer Business

investors.micron.com

251–260 of 407 posts

Re: Micron Announces Exit from Crucial Consumer Business

#251
post #176

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 the small-town bits of Ohio I've lived in for most of my life, computer stores come and go from time to time. There used to be more of them but they still exist.

The one that my first PC came from (in 1988) was open for something like 20 years. Another that still remains has been there for 33 years.

Plus, I mean: Best Buy stocks some PC parts. So does Wal-Mart. They're not "local," but they're nearby and they have stuff.

I have complete confidence that I could leave the house in the morning with nothing but some cash, and come home with enough parts to build a performant and modern PC from ~scratch in about an hour or two -- including travel.

And that's Ohio -- it's flyover country, full of corn fields and cowpies.

Re: Micron Announces Exit from Crucial Consumer Business

#252
post #28

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)

Why would anyone sell a handful of GPUs to nobodies like us when they could sell a million GPUs for thousands apiece to a handful of big companies? We're speedrunning the absolute worst corpo cyberpunk timeline.

Because when you lose even one of those big companies in your handful, it tanks your business. Customer diversity is a good thing.

And they're not selling a handful of GPUs to nobodies like us; they're selling millions of GPUs to millions of nobodies.

Re: Micron Announces Exit from Crucial Consumer Business

#253

I'm sad. I'm a software guy, not much of a hardware expert, so please bear with me if I"m too pessimistic. However, I feel that if trends like this continue, it might be the end of enthusiast-level personal computing as we know it. No more being able to head down to the electronics store and purchase RAM, motherboards, processors, GPUs, storage, and other components. We're going to be limited to locked-down terminals…

This is a classic slippery slope fallacy. Micron's reversible exit from one of its businesses is clearly does not signify the end of the PC era. As long as the demand for DIY PCs persists, there will be suppliers providing the products needed. If you follow the industrial memory market, you probably know that it is currently experiencing a severe supply shortage. I think Micron's decision simply reflects the current market situation.

Re: Micron Announces Exit from Crucial Consumer Business

#254
post #5

When richer people than you want things, those things can become unavailable to you (or at least less available). I really hope this bubble pops, all these investors lose their shirts, and prices come down to something reasonable.

Once the bubble pops, there will be a recession, lots of regular people will lose their jobs and won't be able to afford anything even IF prices come down. They've got you coming and going.

Yup. As much as I am skeptical of AI and do believe this is a bubble, I don't want to see a repeat of ~2000.

Re: Micron Announces Exit from Crucial Consumer Business

#255
post #129
post #97

First, AI took all the hype. Now, AI is taking all the RAM. Soon, AI will be taking all the electricity.

i don't know why you are getting downvoted, as power planning is a real problem right now when planning new data center builds.

Because it's a meme response, which generally don't go over well on HN.

Re: Micron Announces Exit from Crucial Consumer Business

#256

Earlier quoted context omitted.

My most memorable RAM upgrade was adding 512KB to an Atari ST in 1988. Had to suck the solder out of 16x(16+2) factory flow-soldered through-holes, then solder in the 16 individual RAM chips and their decoupling capacitors. I was a teenager and hadn’t soldered before. I had no one to show me how, so I got a book from the library with pictures. Was a huge relief that the machine come up successfully. But then it would…

Huh... I did that, too :) And before that I duct-taped the insanely large 16KB RAM extension (from 1KB), so it doesn't reset with the slightest movement, on my Sinclair ZX81, which I've also assembled and soldered from a kit :)

A fellow survivor of RAM-pack wobble!

Re: Micron Announces Exit from Crucial Consumer Business

#257

I'm sad. I'm a software guy, not much of a hardware expert, so please bear with me if I"m too pessimistic. However, I feel that if trends like this continue, it might be the end of enthusiast-level personal computing as we know it. No more being able to head down to the electronics store and purchase RAM, motherboards, processors, GPUs, storage, and other components. We're going to be limited to locked-down terminals…

It’s not going away it’s shifting to robotics

You should look into what’s happening with DIY robotics because it looks eerily similar to what I experienced in the early to mid 90s with PC hardware and software

And you can do way more than just host a bbs with robots

Re: Micron Announces Exit from Crucial Consumer Business

#258
post #132

Sounds like an opportunity for Chinese companies to step in and dominate, they have their playbook with solar, batteries, EVs.

Gotta love Phison controllers then... despite noticeable progress with modern NVMe controllers, I still wish you good luck. Or even worse : Maxio

Wasn't Micron using Phison controllers in basically every single SSD they made?

Re: Micron Announces Exit from Crucial Consumer Business

#259
post #176

Earlier quoted context omitted.

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

> I'm curious where you live. Anecdotally, this is the opposite to the experience of everyone I know. Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. And is now subject to threat if businesses catering to consumers shut-down.

> Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations.

I have to genuinely question this. I haven't heard of anyone I know buying PC components at a physical store in like 20 years, and I know people from various nations.

Re: Micron Announces Exit from Crucial Consumer Business

#260

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.

Hyperscalers and even "smaller" shops by comparison, such as CoreWeave, TerraWulf, Lambda.ai.

So yes, enterprise customers doing AI data centre buildouts. They are going all out for them at the expense of their consumer business due to supply constraints.

I don't see this situation changing for many years to come. Would indirectly affect the cost of any electronics that has storage or memory on it. Would be interesting to see how Samsung plays this one out with their limited inventory - they make RAM + SSDs, use it themselves on their phones, laptops, etc. Also supply to consumer and business customers. Interesting times.

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