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

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

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works .

(Image credit: Tom's Hardware) In keeping with the spirit of times, Micron on Wednesday announced plans to wind down its Crucial consumer business worldwide by the end of February 2026. The company is reallocating its output and investments to enterprise -grade DRAM and SSD products amid growing demand from the AI sector.

Micron will continue shipping Crucial-badged consumer products through retailers, online stores, and distributors until the end of its fiscal second quarter, which concludes in late February 2026. 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 through commercial and server-focused partners.

After Micron ceases to ship its Crucial devices, it will continue honoring warranty obligations and technical support for existing Crucial products. Customers who already own Crucial-branded memory modules, SSDs, and other products will continue to receive service coverage well after shipments stop, so the decision will not leave installed hardware unsupported.

Micron is preparing to exit China’s data center memory market completely, report claims

AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade

Phison CEO confirms NAND prices have more than doubled and all 2026 production already sold out

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.

"The AI-driven growth in the data center has led to a surge in demand for memory and storage," said Sumit Sadana, EVP and Chief Business Officer at Micron Technology. "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."

Micron established its Crucial brand some 29 years ago, in 1996, when the enthusiast-grade hardware market began its rapid growth. Over time, Crucial got particularly successful in retail, where its name became synonymous "with technical leadership, quality and reliability," as Micron puts it. However, the current market situation is by far not favorable for these types of products, so instead of shrinking its Crucial portfolio, the company decided to wind it down entirely, albeit without selling off the Crucial brand (at least for now).

There are several reasons behind Micron's decision.

Key considerations

  • Investor positioning can change fast
  • Volatility remains possible near catalysts
  • Macro rates and liquidity can dominate flows

Reference reading

More on this site

Informational only. No financial advice. Do your own research.

Leave a Comment