alt Hacker NewsWhat a disaster for Micron. Having a consumer facing brand is 'crucial' for brand awareness. Micron is the smallest of the big 3 in DRAM and the only one in America. They're going to be swallowed up and replaced by CXMT.
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> What a disaster for Micron.
Almost certainly this is because of a windfall for Micron, at least in the short term. Datacenter memory demand is going through the roof, and that was where margins were highest already. It makes no sense to continue to try to milk a consumer brand that can be sold at, what, a 20% markup over generics?
Most likely Micron was planning this forever, and the current market conditions are such that it's time to pull the trigger and retool everything for GPU memory.
Micron had infinite brand awareness in the electronics industry long before they made SSDs. Heck they don't even use their own name for those products. They've been a memory vendor for more than 40 years and they're the only vendor with US domestic memory fabs. Something tells me their future will be just fine. Disclosure: Micron stock holder.
You’re exactly wrong. In the race to supply AI data center, there is no “consumer” (in the sense I think you mean) making or influencing a buying decision. Without a clear path to increase supply, why take $1 when you can have $6 or $7?
The brand aware "consumers" are really just DIY PC builders, which is relatively a small number. Enterprise DRAM business is doing so great that Micron just doesn't see the consumer market is worth chasing.
This is bad for consumers though since DRAM prices are skyrocketing and now we have one less company making consumer DRAM.