Micron gaslights PC enthusiasts about killing their consumer division to chase AI profits. Christopher Moore from marketing claims they still support users because companies like Dell or Asus put Micron LPDDR5 chips into laptops. He argues shipping memory via OEMs counts as serving the public even while they delete standalone SSDs from the market.
This spin ignores DIY builders who need separate sticks for custom rigs. Removing a major retail competitor hurts hobbyists since choices shrink while costs rise. Dependence on system integrators prevents enthusiasts from buying direct upgrades or handling repairs themselves without accessible parts.
Relief seems distant considering new fabs in New York or Idaho remain years away. Moore confessed that real DRAM volume from the ID1 site likely starts hitting distribution channels around 2028. That delay means tight inventory persists while enterprise clients devour current stock for servers.
Leadership admits existing lines only satisfy a portion of the total global demand. Any fresh capacity coming online will likely fill those holes rather than making parts cheaper. PC builders should expect high prices to stick around well past that 2028 target due to these shortages.
This spin ignores DIY builders who need separate sticks for custom rigs. Removing a major retail competitor hurts hobbyists since choices shrink while costs rise. Dependence on system integrators prevents enthusiasts from buying direct upgrades or handling repairs themselves without accessible parts.
Relief seems distant considering new fabs in New York or Idaho remain years away. Moore confessed that real DRAM volume from the ID1 site likely starts hitting distribution channels around 2028. That delay means tight inventory persists while enterprise clients devour current stock for servers.
Leadership admits existing lines only satisfy a portion of the total global demand. Any fresh capacity coming online will likely fill those holes rather than making parts cheaper. PC builders should expect high prices to stick around well past that 2028 target due to these shortages.
