(Crucial the brand not the adjective)

They announced a month ago that their upstate NY fab was delayed by 2-3 years so the painting was on the wall

https://archive.md/WSsLm

https://www.syracuse.com/micron/2025/11/micron-chip-factorie...

Micron 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.

When richer people than you want things, those things can become unavailable to you (or at least less available).

I really hope this bubble pops, all these investors lose their shirts, and prices come down to something reasonable.

MBA/Wall Street short term driven decision.

Crucial was always a brand that I associated with quality, and I used their memory to upgrade several MacBooks back when it was still possible to upgrade the memory on MacBooks.

That being said, the only SSD I’ve ever had fail on me was from Crucial.

In recent builds I have been using less expensive memory from other companies with varying degrees of brand recognizability, and never had a problem. And the days of being able to easily swap memory modules seem numbered, anyway.

> “The AI-driven growth in the data center has led to a surge in demand for memory and storage. Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments,” said Sumit Sadana, EVP and Chief Business Officer at Micron Technology.

"AI"-driven collapse will go down as the stupidest crisis in human history. The idiotic waste of gigantic amounts of civilizatory resources, for something that hasn't remotely proven useful yet, while simultaneously neglecting existentially mandated reforms and investments, in an outrageously obvious critical moment in time ... well that's gonna dwarf even historic missteps of organized religion and island cultures.

I am calling it now:

* Cancelled: Cyberpunk.

* New lore timeline: Hypepunk > Crash-Core > Silicon Gothic

* Historian epoch title: The Dark Ages.

I've only ever bought crucial ram for the past 20 years.

Wow. They're not selling off the business, they're totally exiting it.

This is a big loss. Crucial offered a supply chain direct from Micron. Most other consumer DRAM sources pass through middlemen, where fake parts and re-labeled rejects can be inserted.

This is very sad. Ive been using Crucial for decades, the most reliable I have ever had.