Friday, December 5, 2025
Micron said it was exiting the Crucial consumer DRAM business, including the sale of Crucial consumer-branded products at key retailers, e-tailers and distributors worldwide.
The move comes as DRAM supply is tight while HBM commands 5x the price of a DDR5.
Micron pulling out of consumer DRAMMicron will continue Crucial consumer product shipments through the consumer channel until the end of fiscal Q2 (February 2026). The company will provide continued warranty service and support for Crucial products in that period.
Micron will continue to support the sale of Micron-branded enterprise products to commercial channel customers globally.
“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.
‘This decision reflects Micron’s commitment to its ongoing portfolio transformation and the resulting alignment of its business to secular, profitable growth vectors in memory and storage,’ says the company, ‘bynconcentrating on core enterprise and commercial segments, Micron aims to improve long-term business performance and create value for strategic customers as well as stakeholders.’
Micron intends to reduce the impact on employees through redeployment opportunities into existing open positions within the company
Micron’s move comes as DRAM supply is tight and prices are rising quickly. Micron’s Q3 revenues were up 53.2% QoQ at $10.65 billion and its market share went up 3.7 percentage points QoQ to 25.7%.
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