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Micron exiting consumer memory business.

Details:

Micron Announces Exit from Crucial Consumer Business

Micron Technology, Inc. (Nasdaq: MU), a leader in innovative memory and storage solutions, today announced its decision to exit the Crucial consumer business, including the sale of Crucial consumer-branded products at key retailers, e-tailers and distributors worldwide.

Micron will continue Crucial consumer product shipments through the consumer channel until the end of fiscal Q2 (February 2026). The company will work closely with partners and customers through this transition and will provide continued warranty service and support for Crucial products.

Micron will continue to support the sale of Micron-branded enterprise products to commercial channel customers globally.

https://investors.micron.com/news-r...cron-announces-exit-crucial-consumer-business
 
concentrating energy/the business at making the most ram they can does not seem a bad idea for therm and for us, let the corsair/G>skill and other of the world turn ram into ram stick and make the most ram you can make with a full dedication without distraction.
 
“The AI-driven growth in the data center has led to a surge in demand for memory and storage. Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments,” said Sumit Sadana, EVP and Chief Business Officer at Micron Technology. “Thanks to a passionate community of consumers, the Crucial brand has become synonymous with technical leadership, quality and reliability of leading-edge memory and storage products. We would like to thank our millions of customers, hundreds of partners and all of the Micron team members who have supported the Crucial journey for the last 29 years.”

From the Micron press release Marees posted.
 
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.
 
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.
Click to expand...
Exiting consumer business here just mean becoming an exclusive business to business vendor of rams with no consumer facing product, micron ram will still be in consumer device of course (or at least nothing in their announcement point to something otherwise, they even mention commercial not just enterprise business clients).

Samsung is also not selling customer ram directly, not sure if Hynix do.

I can imagine that right now margin on the precious ram itself is way better than on the turning them into ramstick, marketing and selling those, in all memory type markets. And where they should concentrate as long they cannot literally make enough of it to sell it all at high price point.
 
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LukeTbk said:
Exiting consumer business here just mean becoming an exclusive business to business vendor of rams with no consumer facing product, micron ram will still be in consumer device of course (or at least nothing in their announcement point to something otherwise, they even mention commercial not just enterprise business clients).

Samsung is also not selling customer ram directly, not sure if Hynix do.
Click to expand...
Yeah, but RAM is a minor part; you're forgetting customer-facing storage solutions.
I expect this means they stop producing TLC NAND, focusing instead on MLC and SLC modules to feed the enterprise storage markets.
 
This is bad.

Crucial's online store was the top address for ECC UDIMMs. This will be more difficult now.
 
LukeTbk said:
yes they will also stop consumer facing harddrives. Does not mean consumer harddrive from others brands will have no micron parts in them.
Click to expand...
How I interpret their exit is that all Crucial memory production is coming to an end, 3'rd parties bought the Crucial lineup and packaged those accordingly. So 3'rd parties will need to find a new supplier for parts.
Micron is shifting all Crucial production over to HBM components and High Density Enterprise DRAM components.
 
LukeTbk said:
concentrating energy/the business at making the most ram they can does not seem a bad idea for therm and for us, let the corsair/G>skill and other of the world turn ram into ram stick and make the most ram you can make with a full dedication without distraction.
Click to expand...
Who do you think supplies the RAM to Corsair, G.Skill to put it on their sticks? They just package it on a PCB and resell it. Now you only have Hynix and Samsung left, IIRC.
Lakados said:
How I interpret their exit is that all Crucial memory production is coming to an end, 3'rd parties bought the Crucial lineup and packaged those accordingly. So 3'rd parties will need to find a new supplier for parts.
Micron is shifting all Crucial production over to HBM components and High Density Enterprise DRAM components.
Click to expand...
Exactly. The HBM part is important. It's not just their branded modules - it's the parts.
 
Shame, Crucial had good SSDs. Another good option going away. Hopefully Sandisk continues to do well with their SSDs. I've only bought Crucial, WD/Sandisk because Samsung tends to be more expensive.

sleepeeg3 said:
Who do you think supplies the RAM to Corsair, G.Skill to put it on their sticks? They just package it on a PCB and resell it. Now you only have Hynix and Samsung left, IIRC.
Click to expand...

My assumption is they would continue doing that, and just retire Crucial branded items. Or do they plan to stop selling to Corsair, G Skill etc. as well? Most Nvidia GPUs seemed to use Micron as well. The last few I got had Micron, according to GPU-Z at least.
 
I will go out on a limb and recommend, for this one time, that if you are in the market soon for what is nowadays called a mid to low range smartphone (<$600), you will want to purchase sooner rather than later before 8gb or even 6gb memory options disappear from those models.

For storage it will be a similar story, though somewhat less problematic if one restricts oneself to models that still allow sd-cards.
 
Crucial has been pretty much dead from a gaming perspective since they dumped Ballistix. It still annoys me to see them totally diving in head-first on the AI bandwagon though. If the AI thing goes sideways they might be in trouble.

I'm kind of hoping someone will design a next gen GPU for HBM instead of GDDR. AMD did it once with Vega. I figure by the time the next generation comes out memory will either be overpriced or it's a bubble that pops and leaves the market glutted with HBM.
 
Lakados said:
How I interpret their exit is that all Crucial memory production is coming to an end, 3'rd parties bought the Crucial lineup and packaged those accordingly. So 3'rd parties will need to find a new supplier for parts.
Micron is shifting all Crucial production over to HBM components and High Density Enterprise DRAM components.
Click to expand...
crucial was a customer facing ram seller, they will stop to be:
https://www.newegg.ca/Crucial/BrandStore/ID-1455

they also had customer facing SSD:
https://www.newegg.ca/p/pl?d=crucial+ssd

The news we have, it that they will stop this, nothing else.

crucial ram stick is not something you convert to HBM or not very much, dram production to HBM (that was already the most they can but heavy packaging, controller bottleneck do not let them do it has much as they can), they can still do nand/dram for third parties (phone, ram stick and so on) like they always have done, at least no indication they plan to change.

How does it say that they exist memory production ?:
https://investors.micron.com/news-r...cron-announces-exit-crucial-consumer-business
Micron Technology, Inc. is an industry leader in innovative memory and storage solutions, transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND, and NOR memory and storage products

IF they are it is really unclear by their statement, and every media I can find say crucial consumer business, i.e. becoming a pure business to business play, which tell us nothing on what they will or not do by itself, but with HBM advanced packaging-controller bottleneck it would be hard to stop dram, lpddr, nand for drives for phone and other use.

AI memory/storage on phone is a booming business for them, would be really strange to abandon this.
 
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LukeTbk said:
crucial was a customer facing ram seller, they will stop to be:
https://www.newegg.ca/Crucial/BrandStore/ID-1455

they also had customer facing SSD:
https://www.newegg.ca/p/pl?d=crucial+ssd

The news we have, it that they will stop this, nothing else.

crucial ram stick is not something you convert to HBM or not very much, dram production to HBM (that was already the most they can but heavy packaging, controller bottleneck do not let them do it has much as they can), they can still do nand/dram for third parties (phone, ram stick and so on) like they always have done, at least no indication they plan to change.

How does it say that they exist memory production ?:
https://investors.micron.com/news-r...cron-announces-exit-crucial-consumer-business
Micron Technology, Inc. is an industry leader in innovative memory and storage solutions, transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND, and NOR memory and storage products

IF they are it is really unclear by their statement, and every media I can find say crucial consumer business, i.e. becoming a pure business to business play, which tell us nothing on what they will or not do by itself, but with HBM advanced packaging-controller bottleneck it would be hard to stop dram, lpddr, nand for drives for phone and other use.

AI memory/storage on phone is a booming business for them, would be really strange to abandon this.
Click to expand...

Micron is killing Crucial SSDs and memory in AI pivot — company refocuses on HBM and enterprise customers​

https://www.tomshardware.com/pc-com...any-refocuses-on-hbm-and-enterprise-customers

The company is reallocating its output and investments to enterprise-grade DRAM and SSD products amid growing demand from the AI sector.
As expected, Micron is abandoning its consumer business due to reallocation of its 3D NAND and DRAM output and production capacity to enterprise-grade SSDs, high-bandwidth memory (HBM) for AI accelerators, and server-grade memory modules.

Micron has been shifting production for months, now they just gave the whole thing a firm end date.
 
focus/prioritizing (which was already the case all along) is not leaving the rest the and is important, enterprise (corsair, smarthphone, laptops maker....) customer is said to continue,

After that point, Micron will no longer supply the consumer channel with products under the Crucial name, but will continue to ship its Micron-branded enterprise portfolio, which will remain available

Nothing in their announcement is made outside stopping being involved in themselve making consumer product, not stop providing ram to people that make consumer product. Micron memory (ram or NAND) will be still be in new phone next year (or at least nothing is announced that not the case), its enterprise customer (phone maker, ram maker, etc...) will continue, as long that not coming from micron press release that they are not.
 
This is just crap. In the same message they said thank you to the consumers who made us great, and also here's the middle finger to the consumers because we're shifting all production to AI data centers where the big money is. That's about as awesome of an insult as Nvidia's latest yearly estimate that puts consumer graphics as something like 4% of their business.

Fine, but there must be a few companies that would actually like to fill the void left by these titans. I mean, these are still markets worth 10s of Billions. You would think that would be "good enough" to settle for as a business model for some company.

Sarcasm aside, it just goes to show this pyramid scheme is going to end really, really badly.
 
zandor said:
Crucial has been pretty much dead from a gaming perspective since they dumped Ballistix. It still annoys me to see them totally diving in head-first on the AI bandwagon though. If the AI thing goes sideways they might be in trouble.
Click to expand...

It depends on something that isn't clear from the information released so far:

Will they continue to issue registered DDR DIMMs for servers?
 
Par for the course from Sanjay. Good for the investor, more than likely terrible for the consumer and most assuredly the employees.
 
Advil said:
This is just crap. In the same message they said thank you to the consumers who made us great, and also here's the middle finger to the consumers because we're shifting all production to AI data centers where the big money is. That's about as awesome of an insult as Nvidia's latest yearly estimate that puts consumer graphics as something like 4% of their business.

Fine, but there must be a few companies that would actually like to fill the void left by these titans. I mean, these are still markets worth 10s of Billions. You would think that would be "good enough" to settle for as a business model for some company.

Sarcasm aside, it just goes to show this pyramid scheme is going to end really, really badly.
Click to expand...

They don't care, because the enterprise customer doesn't care, and that customer has a lot more money than any of us do. You would make the same decision if you were running a business and another group of customers came by offering you orders of magnitude more money for your product. Micron makes gobs of money from selling HBM and GDDR7 and they have a limited manufacturing capacity. If they weren't supply constrained, this likely wouldn't have happened, but they are, and it is what it is.

Consumers will likely still get their hands on Micron RAM, it's just that Micron won't be branding and assembling it and marketing it themselves. It'll be Corsair, or G.Skill, or one of those companies ultimately selling it. That product will be whatever is left after the AI guys buy the rest of it, anyway, and you'll have to pay for it or they won't bother doing it.

It's going to be a crappy few years for those of us who still enjoy PC building as a hobby.
 
HockeyJon said:
It's going to be a crappy few years for those of us who still enjoy PC building as a hobby.
Click to expand...

^ This right here is pretty much the safe summary of what the landscape will look like in the upcoming couple of years... it is going to be extremely volatile until either AI is a legit part of our society (and actually provides a benefit) ... or implodes
 
Advil said:
This is just crap. In the same message they said thank you to the consumers who made us great, and also here's the middle finger to the consumers because we're shifting all production to AI data centers where the big money is. That's about as awesome of an insult as Nvidia's latest yearly estimate that puts consumer graphics as something like 4% of their business.
Click to expand...
We're not the customers. We don't buy their ram chips directly. If you buy a Macbook or Dell or a ram stick, then you're buying their chips indirectly.
Fine, but there must be a few companies that would actually like to fill the void left by these titans. I mean, these are still markets worth 10s of Billions.
Click to expand...
It's likely going to come from China with Chinese branded ram. I do expect a lot of finger pointing of China steeling Micron and Samsung ram technology.
You would think that would be "good enough" to settle for as a business model for some company.
Click to expand...
Their business model is to sell ram and right now business is good. It's bad for us but good for them.
Sarcasm aside, it just goes to show this pyramid scheme is going to end really, really badly.
Click to expand...
It's just a matter of time. You know it's a problem when Warren Buffett compares AI to a virus.

View: https://youtu.be/zavMS0API2E?t=871
HockeyJon said:
It's going to be a crappy few years for those of us who still enjoy PC building as a hobby.
Click to expand...
At this point the only way to get an affordable computer is to buy one already built like a laptop. It's likely they still get affordable memory. Otherwise, avoid ram upgrades.
 
uOpt said:
It depends on something that isn't clear from the information released so far:

Will they continue to issue registered DDR DIMMs for servers?
Click to expand...
It just sounds like Crucial is on the chopping block, aka consumer. They aren't exiting the client market, so you should still see it in Dell, HP, ect with Micron branded memory and storage.
 
workshop35 said:
It just sounds like Crucial is on the chopping block, aka consumer. They aren't exiting the client market, so you should still see it in Dell, HP, ect with Micron branded memory and storage.
Click to expand...

I think they used the Cruicial brand for their registered ECC DIMMs, too, didn't they?
 
workshop35 said:
Not sure, I've only seen Micron branded in client systems. At least lately in the ones we buy.
Click to expand...
Registered DIMMs are all Micron. Micron will still be supplying chips to the other AIC manufacturers. They are basically doing the Hynix and Samsung model minus the SSD business, which I think is quite unfortunate because they had a good product.
 
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sleepeeg3 said:
Who do you think supplies the RAM to Corsair, G.Skill to put it on their sticks? They just package it on a PCB and resell it. Now you only have Hynix and Samsung left, IIRC.

Exactly. The HBM part is important. It's not just their branded modules - it's the parts.
Click to expand...

I see no evidence or reporting that says they’ll no longer supply memory to their partners. So all those companies can still glue micron chips to their PCBs. This is no different than ATI back in the day killing off the “Built by ATI” cards. What’s happening with Micron would be like Nvidia saying they’ll no longer produce FE cards.
 
HockeyJon said:
They don't care, because the enterprise customer doesn't care, and that customer has a lot more money than any of us do
Click to expand...
But if you take those entreprise customer with the most money, Apple, google, amazon, etc....

That just for a lot of it an intermediatory, yes apple has a lot of money but not more money than its customer combined and they will not stop selling product to customer (and micron will not lose Apple as a customer for nand storage or lpddr ram anytime soon either, it is more than 10% of their revenues and a tier 1 strategic customer).

And apple will pay the micron of the world the amount it need to get its nand and lpddr, it has the margin and treasure chest for it.

DukenukemX said:
It's bad for us but good for them.
Click to expand...
If that focus (time, effort, employees, capitals) goes 100% into making ram instead of customer based distraction, how is it bad for us considering the ram shortage ? Not sure having one of the 3 company making rams loosing time with customer support is a positive good for society, at all, making ram is a benefit good and doing as little else as possible seem really good to me.
 
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