Overview
- Micron will end global retail and distributor sales of Crucial‑branded RAM and SSDs after its fiscal Q2, which closes in February 2026.
- The company will keep selling Micron‑branded enterprise products, honor Crucial warranties, and aims to redeploy affected employees.
- Micron cites soaring data‑center demand for high‑bandwidth and server memory, reflecting a wider industry shift toward higher‑margin AI products.
- Industry trackers and Reuters report an acute shortage across DRAM and NAND, with some prices more than doubling since February as tech giants lock in supply from Micron, Samsung, and SK Hynix.
- With Micron exiting the consumer channel, retail supply concentrates further around Samsung and SK Hynix, and analysts caution tightness could extend into 2026–2028, keeping device costs elevated.