Micron Announces Exit from Crucial Consumer Business investors.micron.com 21 points by simlevesque 2 hours ago
ZoneZealot an hour ago 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.
haunter an hour ago (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 wallhttps://archive.md/WSsLmhttps://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.
(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...