Core Viewpoint - Micron Technology has decided to exit the consumer market by discontinuing its Crucial brand, which is expected to exacerbate the rising prices of memory and solid-state drives due to increased demand driven by AI technology [1][20]. Group 1: Company Overview - Micron's Crucial brand has been a significant player in the consumer DIY market since its establishment in 1996, introducing notable products like DDR and DDR4 memory modules [3][5]. - The brand has contributed to the growth of the DIY market, with products that have been well-received by consumers [5][9]. Group 2: Market Dynamics - The consumer market for memory products is relatively small, with estimates suggesting that Crucial's annual sales account for only 5%-8% of Micron's total revenue [12]. - In contrast, the demand for high-bandwidth memory (HBM) in AI applications is substantial, with products like NVIDIA's GB200 and Google's Ironwood TPU requiring significant memory capacities [14][16]. Group 3: Strategic Shift - Micron's CEO and other executives have indicated that the decision to exit the consumer market is driven by the need to focus on more profitable sectors, particularly AI and data centers [20][22]. - The shift is expected to lead to tighter supply conditions for NAND flash and DRAM memory, potentially resulting in further price increases for consumers [22][24].

（来源：半导体前线） 美光宣布退出零售消费级存储业务 12月4日，美光宣布，将全面退出旗下「Crucial」（英睿达）消费型存储业务，未来不再于全球零售通 路、电商平台与代理商销售该品牌的消费性产品。Crucial相关产品的出货将持续至2026年2月，之后该 事业线将正式结束。从2026年3月起，消费者将无法再通过PC硬件零售商购买到Crucial品牌的内存条和 固态硬盘。 此外，美光计划通过将团队成员重新部署到公司内部现有的空缺岗位上，来减轻这一业务决策带来的影 响。 AI带来的利润究竟有多大？连美光都决定退出盈利一般般的消费级存储业务，将更多精力和资源投入 到人工智能这股浪潮。 2025年下半年以来，全球存储芯片市场迎来显著涨价潮。TrendForce集邦咨询发布的存储现货价格趋势 报告指出，自九月初至今，DDR5内存2Gbx8颗粒现货价格大涨307%，DDR4 1Gbx8也有158%的涨幅， 其中DDR4 1Gbx83200MT/s在11月12日至11月18日价格涨幅达4.75%。 即将停止销售的英睿达，价格也同样疯涨。京东价格数据显示，英睿达经典款16GBDDR5台式机内存条 今年9月售价为329元， ...