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Micron Exits Consumer Memory: What It Means for You
4 Dec
Summary
- Micron will stop selling consumer DRAM and SSD products by February 2026.
- The company is pivoting to focus on more lucrative AI data center memory.
- This exit deepens the ongoing memory shortage affecting consumers.
Micron, a major DRAM supplier, has announced its departure from the consumer memory product market. This includes phasing out its Crucial brand of NVMe SSDs and various RAM types, with consumer shipments ceasing by February 2026. The company intends to redirect its resources and supply towards the more profitable AI data center sector.
This decision by Micron, which held a significant share in the DRAM market, creates a substantial gap for consumers and PC builders. Industry analysts warn that the ongoing memory shortage could persist for years, and it is unclear if competitors like Samsung and SK Hynix can adequately fill the void, as they are also prioritizing profitability over expansion.
Furthermore, Micron's exit raises questions about the availability of GDDR7 video memory for upcoming PC graphics cards, as they were a supplier for Nvidia's RTX 5000 series. The impact on the NAND Flash market, where Micron held a 13% share, is also being considered.
