Micron addresses Crucial exit backlash: 'We are trying to help consumers around the world' — company warns that DRAM drought could last until at least 2028

7 months ago by themachinestops to c/technology

Micron has responded to criticism over its decision to exit the consumer memory business and warns that shortages may last until 2028.

Moore was asked if memory suppliers were inclined towards catering to the AI sector, "leaving consumers behind" as a result. "Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view," Moore said. He stated that while he would "never want to tell someone what to think or that they're wrong... our viewpoint is that we are trying to help consumers around the world." Moore then cited Micron's sizeable businesses in the client and mobile market. Moore hinted that Micron is still technically serving consumers by supplying LPDDR5 to OEMs like Dell and Asus for inclusion in laptops, amongst other things. While this is technically correct, the news will be of little comfort to the DIY community and enthusiasts facing colossal price increases.

While the report claims Micron is in contact with "every single PC brand out there", the company simply cannot afford to ignore AI demand.

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realitista 69 points 7 months ago

"Customers" being Anthropic, OpenAI, Google, Dell, Asus. You are no longer a customer.

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Kannushi_Link 3 points 7 months ago

More like customers = AI companies. OEM/ODM or such can be customers, but only when AI customers demand fulfill first. (As they need to raise price and reduce spec to build their products)

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