Micron Technology(US:MU) 智通财经网·2025-12-04 15:08Core Viewpoint - Micron Technology (MU.US) plans to cease sales of storage products to the PC/DIY consumer market to focus on providing sufficient storage products for high-performance AI chip-driven computing clusters, driven by a surge in demand for DRAM and NAND products due to the AI wave [1] Group 1: Company Strategy - Micron's decision to exit the Crucial consumer business is aimed at enhancing supply and support for large strategic customers in faster-growing segments [1] - The company is shifting its resources to concentrate on advanced products like HBM4/HBM4E to strengthen its competitiveness in the high-end market [1] Group 2: Market Dynamics - The global storage industry is characterized by oligopolistic competition, with Micron facing pressure to transform its business model [1] - The HBM market is currently dominated by Samsung and SK Hynix, which hold nearly 90% market share, while Micron is rapidly increasing its market share from 10% in 2023 to a target of 20-25% by 2025 [1]