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Micron officially announces exit from Crucial consumer SSD and DRAM business by February 2026
Thursday, December 11, 2025 at 07:43 AM
Micron Technology announced it will discontinue its Crucial consumer-branded products, including SSDs and DRAM, by the end of its fiscal Q2 2026 (February 2026) to reallocate capacity towards high-growth AI and enterprise markets, such as Enterprise SSDs (eSSDs) and HBM.
Context
Micron has announced its decision to exit the Crucial consumer SSD and DRAM business, with consumer shipments ceasing by the end of its fiscal Q2 in February 2026. The company will continue to provide warranty support and ship existing Crucial products until this date, with plans to redeploy affected employees into other roles within the organization where possible.
This strategic move is aimed at reallocating wafer and product capacity towards higher-margin AI and data center products, specifically enterprise SSDs (eSSDs), HBM, and server DRAM. This shift is intended to better serve hyperscalers and commercial customers, aligning with the surging demand in cloud computing. Micron's Cloud Memory unit notably saw revenues rise 257% year-over-year to $4.5 billion, underscoring the company's pivot towards these growth segments.
For investors, this decision signals a clearer strategic focus for Micron, potentially leading to tighter consumer supply but offering upside to enterprise average selling prices (ASPs) and a more concentrated effort on high-growth markets starting in February 2026. The Crucial brand has been in the market for 29 years, making this a significant shift for the company.
Sources (10)
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