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Micron exiting consumer memory business.

"Micron Exhibits Crucial Products at Delhi Comic Con, Days After Saying Farewell to Consumers​

by T0@st Today, 12:18 Discuss (4 Comments)
Last week, Micron announced its intention to wind down its Crucial consumer business. After February 2026, the American computer memory giant's almost thirty-year-old sub-brand will cease to operate in the consumer channel across global retail outlets. Until then, Micron will be eager to clear the deck of anything considered below AI-grade standards. Production capacity is being freed up in order to meet ever-growing data center demands. Amusingly, tech-minded attendees of Comic Con India noticed the presence of an official Crucial cubicle at the Dehli-based event. One such observer, Madhav Banka, quickly documented their brief experience last Friday: "believe it or not, but Crucial India had set up a booth at Delhi Comic Con today! I forgot to click a picture, but it was hilarious."

Hours later, they uploaded a photo that confirmed an earlier claim. Micron and Crucial were not listed as official exhibitors—at least online—at the recently concluded convention, but representatives likely registered their appearance well in advance of early December's seismic revelation. Banka elaborated on the available wares, whilst injecting some humor: "I was not kidding...they're showcasing their RAMs and SSDs. The funny part? Their consumer business is closing down next year." The sub-brand's social media accounts issued a succinct farewell message mid-way through last week: "thank you for 29 amazing years of trust, collaboration, and shared success. Crucial wouldn't have been what it was without you." Micron's upcoming calendar includes some sort of presence at CES 2026; it will be interesting to find out whether its consumer line will turn up in Las Vegas, Nevada—a mere month before a planned exit from that market segment."
 
I'm seeing more and more references to Spintronics based memory either alongside or integrated with consumer hardware within the next 1-2 years.

Follow me on this... Could all the major RAM manufacturers be on some kind of colluded exit from regular DRAM where it's both a stopgap for AI data centers to have tons of traditional DRAM at high prices, but ALSO a vehicle to force covering the enormous costs of a multi year changover of all their fabs and assembly to a completely different memory technology? Moving away from DRAM rapidly and entirely would be a big deal after decades of maturing one product.

I'm just thinking out loud here about other possible background reasons for the memory shortage and Micron choosing to exit consumer space now.
 
Advil said:
Could all the major RAM manufacturers be on some kind of colluded exit from regular DRAM
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yet of any talk of any of them exiting regular dram too and spintronics first use will be in AI datacenter memory would be my guess (MRAM), that where they will bring the most benefit in energy reduction and the energy/money to do it

Advil said:
Micron choosing to exit consumer space now.
Click to expand...
they are exiting crucial product, exiting consumer space can make it sound like they are exiting the iPhone memory market here, the reason to exit crucial seem quite straigthforward.

with the price of ddr/gddr and the bottleneck of the HBM type, I am not even sure if it is a realistic option to try to exit for physical reasons.
 
Niner said:
I thought this as well. Only a matter of time.
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That and they had no plans to update their SSD 2.5 either

they break ground on a huge state of the art FAB outside Syracuse in a few years that will
put them close to samsung for capacity of HB RAM

MU is going through the roof, I would not be shocked in a few years it's 500/share and does a 2-1 split
 
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erek said:

"Micron Exhibits Crucial Products at Delhi Comic Con, Days After Saying Farewell to Consumers​

by T0@st Today, 12:18 Discuss (4 Comments)
Last week, Micron announced its intention to wind down its Crucial consumer business. After February 2026, the American computer memory giant's almost thirty-year-old sub-brand will cease to operate in the consumer channel across global retail outlets. Until then, Micron will be eager to clear the deck of anything considered below AI-grade standards. Production capacity is being freed up in order to meet ever-growing data center demands. Amusingly, tech-minded attendees of Comic Con India noticed the presence of an official Crucial cubicle at the Dehli-based event. One such observer, Madhav Banka, quickly documented their brief experience last Friday: "believe it or not, but Crucial India had set up a booth at Delhi Comic Con today! I forgot to click a picture, but it was hilarious."

Hours later, they uploaded a photo that confirmed an earlier claim. Micron and Crucial were not listed as official exhibitors—at least online—at the recently concluded convention, but representatives likely registered their appearance well in advance of early December's seismic revelation. Banka elaborated on the available wares, whilst injecting some humor: "I was not kidding...they're showcasing their RAMs and SSDs. The funny part? Their consumer business is closing down next year." The sub-brand's social media accounts issued a succinct farewell message mid-way through last week: "thank you for 29 amazing years of trust, collaboration, and shared success. Crucial wouldn't have been what it was without you." Micron's upcoming calendar includes some sort of presence at CES 2026; it will be interesting to find out whether its consumer line will turn up in Las Vegas, Nevada—a mere month before a planned exit from that market segment."
Click to expand...

They no doubt booked a slot before Sam Altman decided to buy up every RAM chip on the planet and decided it wasn’t worth walking away from the associated sunk costs when they can still use their presence to move remaining units.

I do a lot of tradeshows and local sales teams have a lot of discretion about how they want to promote things in their local markets. They’re not always privy to what head office is thinking ahead of time. This suggests, to me, that the decision was made relatively quickly by head office, likely due to the more recent developments in RAM consumption and announced intentions. Sam Altman sparked a lot of panic buying of RAM when he made those recent deals with Samsung and SK Hynix and caught a lot of people off guard.
 
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View: https://youtu.be/mxTj5xcd1-Y?t=1825

So I think you know Crucial was a a nice little let's say side business for Micron and and allowed them that insight but it never was going to be that impactful for them financially right and because it's not impactful for them financially it's not really like this giant impact on the market either right I mean like Gscale and Mushkin buy up modules from Samsung and and Micron and SKH highix and that's who's mostly making the RAM that you buy to put in your gaming desktop like Crucial going away is going to effectively no it's a channel right crucial was a channel effectively right it was just another channel where you could buy pretty much the same thing like you're pointing out that the other guys can can provide to you and the net RAM chips on the market people can still just buy that from Micron probably in the future if that becomes more lucrative it'll be the same net amount of supply to gamers nothing changes I agree with that okay I just and I think it's important because I just I I don't think people get like It's RAM is like water and there's all these that that's poured into all of our systems
 

"Micron Technology, Inc. Reports Results for the First Quarter of Fiscal 2026​

Press Release by Nomad76 Today, 17:03 Discuss (5 Comments)
Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2026, which ended November 27, 2025.

Fiscal Q1 2026 highlights
  • Revenue of $13.64 billion versus $11.32 billion for the prior quarter and $8.71 billion for the same period last year
  • GAAP net income of $5.24 billion, or $4.60 per diluted share
  • Non-GAAP net income of $5.48 billion, or $4.78 per diluted share
  • Operating cash flow of $8.41 billion versus $5.73 billion for the prior quarter and $3.24 billion for the same period last year"
 
erek said:

"Micron Technology, Inc. Reports Results for the First Quarter of Fiscal 2026​

Press Release by Nomad76 Today, 17:03 Discuss (5 Comments)
Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2026, which ended November 27, 2025.

Fiscal Q1 2026 highlights
  • Revenue of $13.64 billion versus $11.32 billion for the prior quarter and $8.71 billion for the same period last year
  • GAAP net income of $5.24 billion, or $4.60 per diluted share
  • Non-GAAP net income of $5.48 billion, or $4.78 per diluted share
  • Operating cash flow of $8.41 billion versus $5.73 billion for the prior quarter and $3.24 billion for the same period last year"
Click to expand...
Micron needs to get in early on the AI pyramid scheme before it gets pushed back on tax payers consumers.
 
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Lakados said:
Well, I mean, given what memory costs right now, you can't really put it in a consumer device and still charge consumer prices. So it makes sense to exit the consumer-facing stuff for now, or at least until this chaos has ended, which current estimates put it into 2028 before supply meets demand.
That just means we gotta keep the stuff we have working for a while longer.
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My poor 5950x got a new AF3 360 aio to keep her going a bit longer. Hopefully the next round of cpus gives me something to justify the expense.
 
1.1.2.3.5... said:
Nothing...it still churns through everything. I am just anthropomorphizing my cpu and it's had a hard life...wants a rest. Bad model, i am aware.
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I've upgraded my main PC from 5800X to 5950X. Very happy with it. Most powerful CPU for AM4, in multithreaded tasks (not gaming). I am going to keep it for a long time. No reason to upgrade to AM5 for me right now, my PC works great and perform all tasks I need from it. If you need to upgrade to AM5, just do it.

Only a joker calls most powerful CPU for a platform a "bad model".
 
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