Comment by ZenoArrow
10 days ago
> Sure, the new fabs won't be up and at volume production until late 2027 / early 2028, but committing tens of billions of dollars to new production facilities, including to facilities dedicated to DRAM rather than NAND or HBM, is hardly 'abandoning'.
Look at what happened to Crucial. Why would Micron axe it's whole consumer RAM division if it was just experiencing a temporary drop in DRAM supplies until new fabs were brought online? Samsung and SK Hynix may have changes in priorities in the coming years, and in the case of Samsung I'm sure they'll still make sure to supply sufficient DRAM chips for the devices it manufactures (phones, TVs, etc...) but Micron has made it's current intentions fairly clear. They'll probably work with OEMs, but they're unlikely to return to selling to the general public any time soon.
What makes you think it won't start selling it as Micron brand or even Crucial brand once the bubble pops?
What makes you think consumers would want to trust them again after they were abandoned previously? Consumers would rather vote with their wallets for companies that are going to continue giving them good deals. The only reason Micron has a chance to pivot back to consumer RAM is because there's not much competition, but that could change if the Chinese RAM manufacturers can make inroads into western markets and continue their rapid technological growth.
Because there isn't room for reputation here. The RAM works, or it doesn't. It costs a certain price. Do you want to spend more money, or less money?
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