Micron Technology(US:MU) Xin Lang Cai Jing·2025-12-05 04:22Core Insights - Micron Technology has announced its decision to exit the consumer storage business under the Crucial brand, reallocating resources to focus on the more profitable AI-driven enterprise market [1][4][5] - The exit from the consumer market is timed with a significant price increase in storage products, indicating a strong demand from enterprise customers [6][8] Group 1: Business Decision - Micron will cease sales of Crucial consumer products globally by March 2026, with shipments continuing until February 2026 [1][4] - The decision is driven by the need to prioritize resources for high-growth, high-margin enterprise clients amid rising demand for AI-related data center products [4][5] Group 2: Market Trends - The global storage chip market has seen substantial price increases, with DDR5 memory prices rising by 307% and DDR4 by 158% since September [6][8] - Micron's exit from the consumer market is expected to create a significant gap in the consumer storage sector, as it is the third-largest DRAM supplier globally [8] Group 3: Future Focus - Post-exit, Micron plans to concentrate on High Bandwidth Memory (HBM) products, which are crucial for AI development and offer higher profit margins [6][7] - The company has secured important contracts for HBM3E with NVIDIA and AMD, with HBM product revenue reaching nearly $2 billion in the last fiscal quarter [7]