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Crucial will stop selling PC memory to consumers… because of AI

Posted on 12/3/25 at 4:33 pm
Posted by DesScorp
Alabama
Member since Sep 2017
9512 posts
Posted on 12/3/25 at 4:33 pm
This would normally be a tech board post, but its an example of how AI has become this Locust-like force eating up resources.

If you don't know about Crucial.com, they're been THE go-to source for upgrading memory in your PC or laptop for decades. Cheap, reliable, with a guarantee of the right type of memory for you. But now AI vendors need all the Random Access Memory they can get their hands on, and it has drastically curtailed supply to end users while tripling (or more) retail prices. And now the demand is so severe that Crucial is abandoning end users to commit completely as an AI vendor.


quote:

“The AI-driven growth in the data center has led to a surge in demand for memory and storage,” Sumit Sadana, EVP and chief business officer at Micron Technology, said in a statement. “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.”

The surprise announcement from Micron follows a period of rapidly escalating memory prices, as we reported in November. 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.




This is going to make every single “smart” device tremendously more expensive. Its going to affect everyone and everything.

LINK


This post was edited on 12/3/25 at 4:41 pm
Posted by DB_tiger
BTR
Member since May 2025
258 posts
Posted on 12/3/25 at 4:38 pm to
This is becoming eerily similar to 1980’s Japan when they cannibalized their entire economy to speculate ok real estate.

We all know how that ended
Posted by fr33manator
Baton Rouge
Member since Oct 2010
133215 posts
Posted on 12/3/25 at 4:41 pm to
Now all the memory's used to make mammaries.
Posted by shutterspeed
MS Gulf Coast
Member since May 2007
70517 posts
Posted on 12/3/25 at 4:42 pm to
Just get dat Kingston memory off Amazon.
Posted by Centinel
Idaho
Member since Sep 2016
44156 posts
Posted on 12/3/25 at 4:44 pm to
This will be temporary. The expansion Micron is building here in Boise is MASSIVE. Not to mention the TMSC facility about to come online in Phoenix.

Posted by WestSideTiger
Baton Rouge
Member since Jan 2004
4866 posts
Posted on 12/3/25 at 4:44 pm to
Don’t see how they can prevent resellers from offering it.


Posted by DB_tiger
BTR
Member since May 2025
258 posts
Posted on 12/3/25 at 4:46 pm to
quote:

This is going to make every single “smart” device tremendously more expensive


Maybe this is the impetus needed to finally go back to less computerized automobiles.

No, you really don’t need a 9 inch iPad on your dashboard
Posted by DesScorp
Alabama
Member since Sep 2017
9512 posts
Posted on 12/3/25 at 4:46 pm to
quote:

Just get dat Kingston memory off Amazon.


Have you checked RAM prices on Amazon lately?

I got some upgrades for my son for Christmas. Prices had doubled, or even tripled. For all brands. Everything from Hyundai to Hynix is now far more expensive than even just a few months ago. Even the cheap-y Chinese vendors.
Posted by BottomlandBrew
Member since Aug 2010
29198 posts
Posted on 12/3/25 at 4:50 pm to
quote:

The expansion Micron is building here in Boise is MASSIVE


But Micron is the one announcing this.

quote:

TMSC facility about to come online in Phoenix.


Are they making memory? Serious question. I don't know. I thought they were just making chips.
Posted by Centinel
Idaho
Member since Sep 2016
44156 posts
Posted on 12/3/25 at 5:00 pm to
quote:

But Micron is the one announcing this.


Ya, and I'm saying it'll be temporary until the new facility here comes online.

quote:

Are they making memory? Serious question. I don't know. I thought they were just making chips.


They don't make the specific DRAM chips, but they make other RAM types as well as some of the backend stuff for the full DRAM module. In other words, that facility coming online in Phoenix will also take some of the pressure off of current demand.
Posted by Gravitiger
Member since Jun 2011
12178 posts
Posted on 12/3/25 at 5:05 pm to
quote:

Ya, and I'm saying it'll be temporary until the new facility here comes online.
If that were the case, don't you think Micron would say that, instead of saying they are exiting the consumer market?
Posted by Boomer Rick
Member since Apr 2021
337 posts
Posted on 12/3/25 at 7:53 pm to
It’s an issue but the market will meet it in time.
Posted by lostinbr
Baton Rouge, LA
Member since Oct 2017
12626 posts
Posted on 12/3/25 at 8:57 pm to
quote:

It’s an issue but the market will meet it in time.

Define “in time.”

I bought a 64 GB Corsair DDR5 kit in March for $225. That same exact memory is now retailing for $900.
Posted by TigerFanatic99
South Bend, Indiana
Member since Jan 2007
34538 posts
Posted on 12/3/25 at 9:53 pm to
I'm surprised Samsung's not trying to move into the market. I'm sure they could leverage their NVME experience to ramp up RAM production to help meet demand. There's clearly the market there.
Posted by Kingpenm3
Xanadu
Member since Aug 2011
9761 posts
Posted on 12/3/25 at 10:08 pm to
quote:

Crucial will stop selling PC memory to consumers… because of AI



Crazy, I've always used their "upgrade advisor" app to give me a quick view of the upgrades I could do on a computer.
Posted by UltimaParadox
North Carolina
Member since Nov 2008
51024 posts
Posted on 12/3/25 at 10:08 pm to
Micron killing off crucial just shows you they have no desire to temporarily up production in a cyclical market.

All memory is produced overseas and haven't seen anyone even try to make a push here in the States.

RAM generally ebbs and flows with demand, but this looks like they are going to dedicate their production to commercial outfits.

Going to be expensive for retail for a awhile unless the AI bubble bursts soon.

The Chinese brands are going to be the only market for retail
This post was edited on 12/3/25 at 10:10 pm
Posted by LemmyLives
Texas
Member since Mar 2019
13229 posts
Posted on 12/3/25 at 10:24 pm to
I buy for upgrades over the course of 12+ months. The 128GB (no, I don't need it) of Crucial DDR5 was $308 (bought this spring). The particular kit is now unavailable, but is now over $650.

Explain to me the business case for AI again?
quote:

OpenAI is currently not profitable and expects to incur significant losses through 2028, with plans to become profitable by 2030.

Generated by AI, probably at the expense of hundreds of dollars of compute, but any moron could have told you that for the price of a pint of Guinness.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148114 posts
Posted on 12/3/25 at 10:32 pm to
Gamers are figs and need to go touch some grass anyway
Posted by JohnnyKilroy
Cajun Navy Vice Admiral
Member since Oct 2012
40200 posts
Posted on 12/3/25 at 10:32 pm to
quote:

Ya, and I'm saying it'll be temporary until the new facility here comes online.



Is that based on anything Micron has said?

It sounds like all capacity will be going to commercial buyers as they can't keep up with the demand and datacenter buyers are much better margin than consumer.


If it was temporary until their new facility came online, it's pretty odd to publicly announce an indefinite (permanent?) withdrawal from the market.
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