Stephen Warwick Social Links Navigation News Editor Stephen is Tom's Hardware's News Editor with almost a decade of industry experience covering technology, having worked at TechRadar, iMore, and even Apple over the years. He has covered the world of consumer tech from nearly every angle, including supply chain rumors, patents, and litigation, and more. When he's not at work, he loves reading about history and playing video games.
russell_john 'We are trying to help consumers around the world' ….. by cutting off all our consumer product lines. Not sure how that helps the consumers in any way shape or form. It's a shame because I've bought 5 of the MX500 line SSDs and used to recommend them. I wonder what happens when the AI Bubble inevitably bursts and they are stuck with all that extra production and no one is buying for a year or two? Reply
Mindstab Thrull I must be missing something – and to be fair, I can be more dense than platinum (I've had friends say I often need to be smacked upside the head with a clue-by-four…) – but how does Micron cutting the Crucial consumer division help consumers? Is the plan so they can make enough income to produce mind-blowing parts that will leave Samsung and SK Hynix gaping for breath? Or is there something else at play? … I hear osmium calling… Reply
salgado18 the perception may not be exactly correct So part of it is correct, they are leaving the consumer DRAM market and he acknowledges it. "We can't afford to not earn all that AI money", that's what I read. Reply
Gururu I do like what I am seeing with mobo/RAM combos. Hopefully that will continue and may become the best value to get into a new system. Reply
ste121 It's completely rational for Micron to chase that bag before it all crashes but I think they might struggle to come back during the crash. Crawling back to your previous customers who haven't been able to buy a computer in 5 years and just lost their job in the AI crash is going to take nuanced marketing Blowing smoke in the meantime is not going to help that. These are the kind of quotes that get brought up at an awkward moments Reply
unclebun Mindstab Thrull said: – but how does Micron cutting the Crucial consumer division help consumers? I think the convoluted spin goes like this: Micron is going after the AI Datacenter market and IF they lock down that entire market to themselves and their increased manufacturing capability, all the other memory manufacturers in the world will have to turn their attention to the consumer marketplace and there will be plenty of consumer memory because those companies won't be able to sell to the commercial markets. Because all those bases are belonging to Micron. Reply
Adrian the Alchemist the perception may not be exactly correct, at least from our point of view," Moore said. Sorry? He's badly quoting Obi-Wan Kenobi from "The Phantom Meanace" AND "The Return Of The Jedi" Are you sure he wasn't an Android powered by a chatbot? Would explain a lot if the world was being run on meme powered Westwood style hosts. Reply
bigdragon ste121 said: It's completely rational for Micron to chase that bag before it all crashes but I think they might struggle to come back during the crash. Crawling back to your previous customers who haven't been able to buy a computer in 5 years and just lost their job in the AI crash is going to take nuanced marketing Blowing smoke in the meantime is not going to help that. These are the kind of quotes that get brought up at an awkward moments If that were true then MSI would have taken a bigger hit from the crypto craze. I recall seeing all sorts of reports that they were selling GPUs to miners by the pallet, jacking up prices like crazy, and ignoring their gamer customers. Consumers have short memories and make a lot of threats that they don't carry out, unfortunately. Micron should be punished but won't be. Reply
Tanakoi russell_john said: 'We are trying to help consumers around the world' ….. by cutting off all our consumer product lines. Oops! More than 90% of Micron's consumer memory sales comes from their non D2C lines, rather than Crucial. All that is still continuing unabated. Reply
eye4bear I have noticed a total lack of anyone bringing up the 2000 telecom bubble, when the bubble popped, there was thousands of miles of dark optical cables because it had been overbuilt. I don't think it will happen again, but can any of us say that it definitely won't? With this ending up as "that AI craze"… Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ram/micron-addresses-crucial-exit-backlash-we-are-trying-to-help-consumers-around-the-world-company-warns-that-dram-drought-could-last-until-at-least-2028#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.