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(I'm Allowed to Say Fuck AI, Now?) 3rd Largest RAM Company Micron Abandon Consumers For AI (www.youtube.com)
submitted 8 months ago by to c/fuck_ai@lemmy.world
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https://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-business

https://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-business

https://www.tomshardware.com/pc-components/dram/openais-stargate-project-to-consume-up-to-40-percent-of-global-dram-output-inks-deal-with-samsung-and-sk-hynix-to-the-tune-of-up-to-900-000-wafers-per-month

https://www.trendforce.com/presscenter/news/20251126-12802.html#%3A%7E%3Atext=Home-%2CGlobal+DRAM+Revenue+Jumps+30.9%25+in+3Q25%2C+Micron%27s+Market+Share%2Ca+strong+30.9%25+QoQ+growth

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[+] -9 points 8 months ago (2 children)

They're probably not selling enough consumer RAM to be worth it any longer. Saying they're pivoting to AI sales is pure C-suite talk to keep investors not only docile, but excited.

People just aren't building and upgrading PCs much anymore, present company excluded.

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  • [–] 15 points 8 months ago

    There is no way the Crucial brand was not profitable.

    They aren't leaving an unprofitable brand, rather they are killing a profitable brand in order to pump its resources into an even more profitable b2b segment.

    That's why people are annoyed. Micron didn't have to leave the market at all, but they are doing, because they are greedy.

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