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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

#161

Post by hammock »

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.

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

Re: Micron Announces Exit from Crucial Consumer Business

#162

Post by tharkun__ »

axiolite wrote: post #157
linguae wrote: post #139

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…

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). Online not cheaper, no same day available at any price, Amazon delivery without Prime no next day either. Local chain store had it for immediate pickup and I was gaming again in 30 minutes.

Re: Micron Announces Exit from Crucial Consumer Business

#163

Post by 6r17 »

linguae wrote: post #139

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…

At this point it's getting ridiculously easy to justify the acquisition of such manufactory - I wonder if there are existing players in other categories (be it hardware or even software) that are considering about trying to get into this field. I mean - I get it that someone like OVH may not have the caps yet to handle something like this - but I wouldn't be surprised if they could find a good company to partner with - same is for pretty much everywhere.

I'm really wondering about hardware as well but today's tech is surprising in it's scale and requirements - I wouldn't be surprised if we could do mid 70's tech as hobbyist today - but further than that...

Re: Micron Announces Exit from Crucial Consumer Business

#164

Post by lillecarl »

nxor wrote: post #140
kreco wrote: post #127

Earlier quoted context omitted.

Interesting take. In a naive way, when rich entities are interested in a limited resource it's basically over. Somehow I can see a parallel with the housing crisis where the price go higher and higher. I can't see both of them ending anytime soon unless there is a major paradigm shift in our life.

What's causing the housing crisis?

Corruption, Zoning, Investment housing

Re: Micron Announces Exit from Crucial Consumer Business

#166

Post by theoldgreybeard »

whatevaa wrote: post #109
bluescrn wrote: post #53

Earlier quoted context omitted.

Might almost be a good thing, if it means abandoning overhyped/underperforming high-end game rendering tech, and taking things in a different direction. The push for 4K with raytracing hasn't been a good thing, as it's pushed hardware costs way up and led to the attempts to fake it with AI upscaling and 'fake frames'. And even before that, the increased reliance on temporal antialiasing was becoming problematic. The…

DLSS Transformer models are pretty good. Framegen can be useful but has niche applications dure to latency increase and artifacts. Global illumination can be amazing but also pretty niche as it's very expensive and comes with artifacts. Biggest flop is UE5 and it's lumen/nanite. Reallly everything would be fine if not that crap. And yeah, our hardware is not capable of proper raytracing at the moment.

> Framegen can be useful but has niche application

Somebody should tell that to the AAA game developers that think hitting 60fps with framegen should be their main framerate target.

Re: Micron Announces Exit from Crucial Consumer Business

#167

Post by [deleted] »

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.

[deleted]

Re: Micron Announces Exit from Crucial Consumer Business

#170

Post by deathanatos »

drdec wrote: post #138
Spooky23 wrote: post #96

Earlier quoted context omitted.

Micron is chasing AI glory. Their stock valuation has no room for consumer business, which is a distraction. You can’t think about companies like it’s 2024. We’re in a gilded age with unlimited corruption… Anything can happen. They can sign a trillion dollar deal with OpenAI, get acquired by NVidia, merge with Intel, get nationalized by Trump, etc.

> Micron is chasing AI glory. Sounds to me like they are using the tried and true method of selling equipment to the people rushing for gold

Perhaps, but when the gold rush is over and the demand for shovels falls, you've now salted the earth you're returning to.
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