Micron abandons Crucial consumer RAM after 29 years to prioritize AI data centers

Reviewed byNidhi Govil

26 Sources

Share

Micron Technology announced it will shut down its Crucial consumer brand by February 2026, ending nearly three decades of selling RAM and SSDs to PC builders. The company is reallocating production capacity to meet surging AI demand, particularly for high-bandwidth memory used in data centers. The decision comes amid a global memory shortage that has already driven RAM prices up 171 percent year over year.

Micron Exits Consumer Market After 29 Years

Micron Technology announced on Wednesday that it will discontinue its Crucial consumer brand by the end of February 2026, marking the end of a 29-year run in the DIY PC market

1

. The decision removes one of the most recognizable names in consumer memory products, leaving PC builders with fewer options for RAM and SSDs at a time when supply shortages are already squeezing the market.

Source: Digit

Source: Digit

"The AI-driven growth in the data center has led to a surge in demand for memory and storage," said Sumit Sadana, EVP and chief business officer at Micron Technology. "Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments"

1

.

Crucial launched in 1996 during the Pentium era as Micron's consumer-facing brand for RAM and storage upgrades. Over the years, the brand expanded to include NAND flash products, NVMe SSDs, external storage, and both DDR4 and DDR5 memory modules

4

. Micron will continue shipping Crucial consumer products through February 2026 and honor warranties on existing products, while affected employees will be redeployed to other positions within the company

1

.

AI Demand Drives Production Capacity Reallocation

The construction of AI infrastructure has created unprecedented demand for High Bandwidth Memory (HBM), the specialized DRAM used in AI accelerators from Nvidia and AMD

1

. Memory manufacturers have been reallocating production capacity away from consumer products toward these more profitable enterprise components. Micron has presold its entire HBM output through 2026, underscoring the scale of demand from AI data centers

1

.

Source: Wccftech

Source: Wccftech

HBM technology stacks multiple dies into a single package and links them through dense vertical interconnects, producing far higher bandwidth per watt than conventional DDR memory

3

. This engineering advantage makes HBM critical for AI clusters, where each new generation of GPUs pushes memory throughput harder than capacity. For Micron, the growth prospects and margins attached to HBM outstrip anything available in the price-sensitive retail channel

3

.

OpenAI's Stargate project has reportedly signed agreements for up to 900,000 wafers of DRAM per month with SK Hynix and Samsung, which could account for nearly 40 percent of global production

1

2

. GPU servers like Nvidia's HGX B300 can have more than 4 TB of memory between the CPU's DDR5 and GPU's HBM, dwarfing consumer platforms that typically max out at 256 GB

5

.

Memory Shortage Intensifies with Higher RAM Prices

The announcement follows a period of rapidly escalating prices that has hit the entire memory market. A typical 32GB DDR5 RAM kit that cost around $82 in August now sells for about $310, and higher-capacity kits have seen even steeper increases . DRAM contract prices have increased 171 percent year over year, according to industry data

1

.

Gerry Chen, general manager of memory manufacturer TeamGroup, warned that the situation will worsen in the first half of 2026 once distributors exhaust their remaining inventory. He expects supply constraints to persist through late 2027 or beyond

1

. Counterpoint Research now expects DRAM prices could soon double as chipmakers continue to prioritize the AI market

5

.

TrendForce places the blame on DRAM makers like Samsung, SK Hynix, and Micron, which are allocating advanced process capacity to high-end server DRAM and HBM, leaving only spare bits for customer chips

5

. Research firm TrendForce reports that Micron was the third largest supplier of DRAM behind Samsung and SK Hynix, with the three companies dominating the DRAM market with a 92 percent market share

4

.

Impact on DIY PC Market and Enterprise DRAM Supply

The shortage has already forced companies to adapt. Laptop maker Framework stopped selling standalone RAM kits in late November to prevent scalping and said it will likely be forced to raise prices soon

1

. Soaring demand for RAM is already impacting pricing at CyberPowerPC, Framework, and Raspberry Pi, while HP has even hinted at raising the prices of its devices or equipping them with less memory

2

.

Micron's exit as a consumer brand leaves a sizable hole in the consumer memory market, depriving PC builders of a trusted name

4

. It remains unclear if any company can fill the gap when analysts are warning that the memory shortage could last for years, and Samsung and SK Hynix are also reportedly prioritizing profitability over risky expansions

4

.

Source: IGN

Source: IGN

The news might also impact PC graphics cards since Micron supplied GDDR7 video memory to Nvidia's RTX 5000 series, in addition to Samsung and SK Hynix

4

. In NAND Flash, used for SSDs, Micron had a 13 percent share back in Q2, according to TrendForce

4

. Average NAND prices jumped by 20 to more than 60 percent across various product categories in November, with additional price hikes predicted

5

.

While the Crucial brand may be on death's door, Micron will continue to supply enterprise memory products to commercial channel customers going forward

5

. For Micron, the calculus is clear: Enterprise customers pay more and buy in bulk. But for the DIY PC community, discontinuing consumer memory will leave builders with one fewer option when reaching for memory components. Days after the announcement, a Micron and Crucial branded booth appeared at Delhi Comic Con, likely booked months in advance in collaboration with Indian partners to shift existing inventory ahead of the February 2026 deadline

3

.

Today's Top Stories

TheOutpost.ai

Your Daily Dose of Curated AI News

Don’t drown in AI news. We cut through the noise - filtering, ranking and summarizing the most important AI news, breakthroughs and research daily. Spend less time searching for the latest in AI and get straight to action.

© 2025 Triveous Technologies Private Limited
Instagram logo
LinkedIn logo