After Micron announced at the end of last year that it would shut down the 29-year-old consumer brand Crucial, another memory giant SK Hynix may follow in its footsteps and withdraw from the consumer DRAM and NAND business.According to Jukan, a well-known whistleblower, SK Hynix is considering following in the footsteps of Micron and withdrawing production capacity from the consumer market with low profits. If this news is true, it will be another storage giant to withdraw from the consumer market after Micron.
Unlike Micron, SK Hynix does not directly sell memory and storage products under a brand name, but the chips it supplies are an important part of many consumer products.
Once it cuts off supply, OEM manufacturers such as Dell and many third-party memory/SSD brands will face a serious "food shortage" crisis.
If SK Hynix really withdraws from the consumer market, Samsung will become the world's largest storage and NAND supplier, which will also provide Chinese storage companies such as China with an excellent opportunity to consolidate global market share.
Although the news of SK Hynix's withdrawal from the consumer market is still just a rumor, the spread of this news itself reflects the current plight of the storage market. It is expected that the imbalance between market supply and demand will not ease until at least 2028.
