$MU, another ticker to short
Micron Announces Exit from Crucial Consumer Business
281–290 of 407 posts
Re: Micron Announces Exit from Crucial Consumer Business
#282And it seems Supermicro also stopped selling standalone motherboards.
https://www.spectrumsourcing.com/spectrum-news-feed/industry...
Re: Micron Announces Exit from Crucial Consumer Business
#283I'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…
I'd like to see a market for hobbyist computing by hobbyist computer shops, but I'm not sure it's economically feasible.
Jump in the DeLorean and head to the 1980s / 1990s
Re: Micron Announces Exit from Crucial Consumer Business
#284"We're still going to make memory, just not for peasants."
[flagged]
Re: Micron Announces Exit from Crucial Consumer Business
#285Earlier quoted context omitted.
> 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.
I'm in Melbourne, I can ride my bike a few kilometers and buy standard PC parts. Not everyone here lives that close to a store, but there are multiple established chains with stores all over the metropolitan area. Even so these stores probably do the bulk of business in online sales.
Re: Micron Announces Exit from Crucial Consumer Business
#286I'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…
I still have a sense of melancholy and cultural loss from the closing of Fry’s Electronics.
Re: Micron Announces Exit from Crucial Consumer Business
#287Wow. 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.
Exiting the market. Not abandoning the factories. They will be retooled for AI market, which is more profitable. This is like developers shifting from building homes targeted at homeowners to building build-to-rent neighborhoods for Blackrock and company xD
notably, Blackrock doesn't actually have any stake in housing. Plenty of other private equity firms do, of course.
Re: Micron Announces Exit from Crucial Consumer Business
#288Earlier quoted context omitted.
> 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.
There are still physical stores in most cities so I guess they are still selling if they aren't out of business. They cater for a more enthusiast/gaming oriented population than in the past but still.
You have to take into account that same day delivery from amazon and the likes is only a real thing in the USA. Most other markets do not have the same service, even with accounts such as Amazon Prime. There is only one online store I know that is providing same day delivery in my area in Spain and it is a physical (and rather expensive) chain, El Corte Inglés.
Re: Micron Announces Exit from Crucial Consumer Business
#289I'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…
We will still ba able to buy Raspberry Pis, install Linux and self-hosted solutions. We don't have to do what everyone else is doing.
Re: Micron Announces Exit from Crucial Consumer Business
#290I'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)
There is a couple reasons why Jensen won't take off the gaming leather jacket just yet: 1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards. 2. Its a market defense to keep other players down and keep them from growing their way into data centers. 3. Its profitable (probably the main reason but boring) 4. Hedge against data center volatility (10 key customers vs mil…
> 1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards.
No way that is true any more. Five years ago, maybe.
https://www.reddit.com/r/pcmasterrace/comments/1izlt9w/nvidi...