Micron Technology(US:MU) 3 6 Ke·2025-12-04 23:59Group 1 - Micron Technology announced its decision to exit the Crucial consumer business, which includes selling Crucial consumer brand products through major global retailers, e-commerce platforms, and distributors [1] - The company will continue to supply Crucial consumer products through retail channels until February next year and will maintain warranty services and support for these products [1] - The decision to exit the consumer business is driven by the surge in demand for memory and storage due to growth in data centers fueled by artificial intelligence [1][3] Group 2 - Crucial, a consumer brand under Micron, was established in 1996 and has been a key player in the consumer memory market, offering products like desktop/laptop memory modules and consumer SSDs [2] - The global storage chip market has seen significant price increases since the second half of 2025, with DDR5 memory prices rising by 307% and DDR4 by 158% since early September [2] - The demand for DRAM in AI applications is significantly higher, with a single AI server requiring eight times more DRAM than a standard server, leading to a focus on high-bandwidth memory (HBM) as a critical component for AI infrastructure [3] Group 3 - Micron's HBM product revenue reached $1.98 billion in the third quarter of fiscal year 2025, indicating its importance as a core profit source for the company [3] - The exit from the consumer market allows Micron to concentrate resources on more profitable data center and enterprise markets, as consumer business profit margins are relatively low [3] - The exit may lead to increased short-term supply-demand tension in the consumer storage market, potentially driving up memory prices, while the market share may shift towards domestic manufacturers and remaining international brands [3]