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    How Micron’s Exit From Crucial Consumer Memory to Prioritize AI-Focused Products Will Impact Micron (MU) Investors

    Simply Wall St·12/09/2025 18:27:54
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    • In early December 2025, Micron Technology announced it will exit its Crucial consumer memory business by February 2026, continuing warranty support while concentrating sales on Micron-branded enterprise products for commercial customers worldwide.
    • This move marks a major shift in Micron’s portfolio, reallocating capacity and capital toward advanced, AI-focused memory solutions such as high-bandwidth memory for data centers.
    • We’ll now examine how Micron’s exit from consumer memory to emphasize AI-oriented high-bandwidth products could reshape its investment narrative.

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    Micron Technology Investment Narrative Recap

    To own Micron today, you need to believe that AI-driven demand for advanced memory will outweigh the industry’s cycles, capital intensity and intense competition. Exiting Crucial refocuses resources on high-value data center products, but does not fundamentally change the near term catalyst, which remains pricing and volume for AI-oriented DRAM and high bandwidth memory, or the key risk, which is how sharply those same memory markets could swing if supply or demand shifts.

    The Crucial exit aligns directly with Micron’s recent guidance that most capital spending will go toward high bandwidth memory and AI related workloads for data centers and servers. That ties the investment story more tightly to enterprise customers and DRAM pricing conditions, while potentially increasing Micron’s exposure to the inherent volatility of those markets if AI infrastructure spending slows or competitors add capacity aggressively.

    Yet investors should also be aware of how quickly DRAM and NAND pricing can reverse and what that could mean for Micron’s earnings power and share price...

    Read the full narrative on Micron Technology (it's free!)

    Micron Technology's narrative projects $53.6 billion in revenue and $13.6 billion in earnings by 2028.

    Uncover how Micron Technology's forecasts yield a $220.50 fair value, a 11% downside to its current price.

    Exploring Other Perspectives

    MU 1-Year Stock Price Chart
    MU 1-Year Stock Price Chart

    Thirty four members of the Simply Wall St Community currently see Micron’s fair value between US$101.54 and US$220.50, highlighting how far opinions can stretch. Against that backdrop, Micron’s sharper focus on AI oriented DRAM and high bandwidth memory ties shareholder outcomes even more closely to future memory pricing cycles and capacity decisions, so it is worth weighing several contrasting views before you commit capital.

    Explore 34 other fair value estimates on Micron Technology - why the stock might be worth as much as $220.50!

    Build Your Own Micron Technology Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.