EPISODE · Dec 10, 2025 · 33 MIN
Micron Exits Consumer Memory to Focus on AI Chips | Tech Field Day News Rundown: December 10, 2025
from Tech Field Day News Rundown · host Tech Field Day
Micron is leaving the consumer memory market, including its Crucial brand, to focus on high-bandwidth memory (HBM) for AI data centers. The company will continue selling consumer products until February 2026. The move comes amid a global chip shortage, and HBM sales are growing fast, making AI-focused memory more profitable than consumer products. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:27 - Welcome to the Tech Field Day News Rundown1:22 - Trump Administration Lets Nvidia Sell H200 AI Chips to China4:17 - React Server Flaw Lets Hackers Run Code7:34 - IBM Strikes $11 Billion Deal to Acquire Confluent11:17 - Intel Reverses Plan to Sell Networking Unit, Keeps NEX In-House14:59 - IBM CEO Says Today’s AI Datacenter Boom Isn’t Financially Sustainable19:42 - Cloudflare Forces Outage to Stop Critical React2Shell Exploit22:53 - Micron Exits Consumer Memory to Focus on AI Chips30:53 - The Weeks Ahead31:58 - Thanks for Watching Follow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
What this episode covers
Micron is leaving the consumer memory market, including its Crucial brand, to focus on high-bandwidth memory (HBM) for AI data centers. The company will continue selling consumer products until February 2026. The move comes amid a global chip shortage, and HBM sales are growing fast, making AI-focused memory more profitable than consumer products. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:27 - Welcome to the Tech Field Day News Rundown1:22 - Trump Administration Lets Nvidia Sell H200 AI Chips to China4:17 - React Server Flaw Lets Hackers Run Code7:34 - IBM Strikes $11 Billion Deal to Acquire Confluent11:17 - Intel Reverses Plan to Sell Networking Unit, Keeps NEX In-House14:59 - IBM CEO Says Today’s AI Datacenter Boom Isn’t Financially Sustainable19:42 - Cloudflare Forces Outage to Stop Critical React2Shell Exploit22:53 - Micron Exits Consumer Memory to Focus on AI Chips30:53 - The Weeks Ahead31:58 - Thanks for Watching Follow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
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Micron Exits Consumer Memory to Focus on AI Chips | Tech Field Day News Rundown: December 10, 2025
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