Micron Technology(US:MU) 猿大侠·2025-12-06 04:11Core Viewpoint - Micron Technology has announced its complete exit from the consumer-grade memory and solid-state drive market, focusing instead on high-value enterprise-grade HBM memory, which is crucial for AI data centers and offers higher profit margins [1][4]. Group 1: Company Decision - Micron's subsidiary, Crucial, will stop selling consumer-grade memory and solid-state drives starting February 2026, transitioning its product offerings during this period [3][4]. - The decision to exit the consumer market is driven by the fact that the consumer product segment is not a key profit source for Micron, while demand for enterprise-grade SSDs and HBM memory continues to rise significantly [4][5]. Group 2: Market Context - The global memory shortage has been exacerbated by the rapid growth of the AI industry, leading to a 3-5 times increase in memory prices, which in turn raises hardware costs for consumers [1][4]. - HBM memory, characterized by its stacked DRAM architecture, is becoming increasingly valuable for AI applications, offering higher data throughput and lower power consumption compared to traditional consumer-grade memory products [5].