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Micron Exits Consumer RAM: AI Data Centers Steal the Show
4 Dec
Summary
- Micron exits consumer RAM business by February 2026 due to AI data center demand.
- Consumer DDR5 RAM prices have surged dramatically over recent months.
- High-bandwidth memory for AI accelerators is driving production shifts.
Micron Technology has announced its departure from the consumer RAM and SSD market, with the Crucial brand set to cease operations by February 2026. This strategic pivot is driven by an unprecedented surge in demand from AI data centers, compelling Micron to reallocate resources towards these high-growth segments. The company cited the need to improve supply and support for larger, strategic customers in faster-growing areas.
This decision comes amidst rapidly escalating memory prices, with typical DDR5 RAM kits experiencing substantial cost increases. Industry data indicates a significant year-over-year jump in DRAM contract prices. This shortage is directly attributed to the immense demand for high-bandwidth memory (HBM) required for AI accelerators, leading manufacturers to shift production away from consumer products.
Micron has already presold its entire HBM output through 2026, reflecting the overwhelming demand. The structural imbalance between AI needs and consumer supply shows no immediate signs of easing, with major AI projects reportedly securing substantial monthly DRAM wafer agreements. Consequently, PC builders and enthusiasts will face reduced options for memory upgrades.
