alt Hacker NewsMicron are estimated to have 23% and 21% of global revenue for DRAM and HBM in Q2 2025.
Their 'smaller' market, SSDs - has an estimated 13% of global NAND revenue.
https://counterpointresearch.com/en/insights/global-dram-and... https://counterpointresearch.com/en/insights/global-nand-mem...
I don't know their breakdown for consumer vs enterprise, but the Crucial brand is consumer focussed. Obviously enterprise at this point is incredibly lucrative.
We're gonna need a bigger pin.
Tangent: this is going to happen with SOTA LLMs as well, isn't it.
Consumers are so annoying. And by consumers, I mean "anyone can get an API key for the latest model."