Overview
- Micron confirmed it will ship Crucial-branded RAM and SSDs only through the end of fiscal Q2 2026 and will maintain warranty support, with affected employees offered redeployment where possible.
- The company will continue selling Micron-branded products to commercial customers as it reallocates production toward high‑bandwidth memory for AI servers.
- Reporters and analysts say consumer DRAM and SSD supply will tighten further, with steep retail price increases already visible and constraints projected to extend into 2026–2028.
- Micron holds roughly 25% of DRAM supply, while Samsung and SK Hynix control about 70%, heightening concerns about pricing power and limited near‑term capacity expansion.
- Micron’s shares slipped modestly after the news, but the stock remains sharply higher in 2025 as investors back its AI‑centric strategy.