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Micron Announces Exit from Crucial Consumer Business

ZoneZealot

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

(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...