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Micron Announces Exit from Crucial Consumer Business

investors.micron.com

331–340 of 407 posts

Re: Micron Announces Exit from Crucial Consumer Business

#331

Earlier quoted context omitted.

You must surely know that Apple didn't originate any of that.

Yes, for sure. But it’s they’ve made it the norm, I don’t think I’m going to buy a more traditional computer again (unified RAM judt works so well for local AI), and the computer markers are going to adopt it completely eventually.

Hard disagree on it working well for local AI - all the memory bandwidth in the world doesn’t matter when the GPU it’s connected to is middling in performance compared to dedicated options. Give me one (or several) 3090/4090/5090 any day of the week over a Mac.

Re: Micron Announces Exit from Crucial Consumer Business

#332

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…

[deleted]

Re: Micron Announces Exit from Crucial Consumer Business

#333

Earlier quoted context omitted.

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

At the cost of power consumption. My small homelab is already at 600Ws which is around 290$/mo in california.

I think that’s off by a factor of 10.

Re: Micron Announces Exit from Crucial Consumer Business

#334
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.

> They're not selling off the business, they're totally exiting it. From what I understand, OpenAI just bought out a significant proportion of the capacity of Samsung and Hynix, which is the big reason prices just spiked. They're two of the three DRAM manufacturers, Micron being the third. That gives us a good idea as to what Micron is doing here: They have contracts with their other customers to supply DRAM at whate…

> Moreover, the supply constraint isn't likely to be permanent, and whenever prices come back down then Micron would still own the brand and could start selling under it again, which they couldn't if they sold it.

Why not just announce limited supply, then, instead of exiting?

This seems like a "automaker invests more in financing arm, because it's the most profitable" concentration mistake, towards an industry with wide concerns over intermediate term financial sustainability.

Re: Micron Announces Exit from Crucial Consumer Business

#335
post #322

Earlier quoted context omitted.

You're lucky then. Hardware availability has increased by orders of magnitude for me — not an exaggeration. Even 10-15 years ago I'd be happy to have access to two motherboards, three CPUs, three video cards — all of them at least a generation old, and Intel + nvidia, nothing else — and cheap noname RAM/SSDs. Over the past 5-8 years I've mostly been able to get access to the same hardware y'all are buying, thanks onl…

Online shopping is almost 30 years old itself. Before that there was mail order; I have a couple of mid 80s PC mags which are almost entirely adverts for parts.

Computer Shopper baby

Re: Micron Announces Exit from Crucial Consumer Business

#336

Earlier quoted context omitted.

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.

This is already happening in the NAS HDD space. Prices on new units have been stagnant or rising for a couple years now.

It's been happening in all spaces.

There are reputable eBay sellers shipping decomm'd previous-gen servers for bargain basement prices.

If you're fine running last gen (and you should be, for home lab use) then it's worth it to monitor prices over time.

They typically hit a floor, as supply from decomm waves coinciding swamps demand, but the resellers still want to move things as quickly as possible.

Re: Micron Announces Exit from Crucial Consumer Business

#337

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…

not going to happen as long as business hardware != consumer hardware

Re: Micron Announces Exit from Crucial Consumer Business

#338

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.

No. I refuse to just sit back and accept being abused by the elite just because "well, that's just the way it is", "that's human nature". Holy war is also human nature. Revolution is human nature.

Re: Micron Announces Exit from Crucial Consumer Business

#339

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…

I've seen things going the opposite way. It's only recently that an average person could jump on eBay and get assembled low-level electronic module/boards for cheap, and assemble into their project. Yes, you'll probably have difficulty walking into a STORE to buy PC components, but only because online shopping has been killing local shops for decades now. You'll find it easy to get that stuff online, for better price…

> It's only recently that an average person could jump on eBay and get assembled low-level electronic module/boards for cheap, and assemble into their project.

People have been tinkering with electronic/electric modules for decades:

* https://en.wikipedia.org/wiki/Heathkit

* https://en.wikipedia.org/wiki/DigiKey

Re: Micron Announces Exit from Crucial Consumer Business

#340

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…

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.

I don't think any SBCs will be a replacement for quite some time. At what point will there be a raspberry pi with 128 GB of RAM and a 16/32 core? That's what I'm running right now, and I really hope I don't have to downgrade in the future.
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