Moore was asked if memory suppliers were inclined towards catering to the AI sector, “leaving consumers behind” as a result. “Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view,” Moore said. He stated that while he would “never want to tell someone what to think or that they’re wrong… our viewpoint is that we are trying to help consumers around the world.” Moore then cited Micron’s sizeable businesses in the client and mobile market. Moore hinted that Micron is still technically serving consumers by supplying LPDDR5 to OEMs like Dell and Asus for inclusion in laptops, amongst other things. While this is technically correct, the news will be of little comfort to the DIY community and enthusiasts facing colossal price increases.
While the report claims Micron is in contact with “every single PC brand out there”, the company simply cannot afford to ignore AI demand.
10 years is not a long time and once the cat is out of the bag it’s rather difficult to get it back in.
It was the same for other manufacturing. You can’t manufacture most commercial items at a competitive price not just because the difference in labor cost but because there’s simply nobody left that is capable of doing it at scale in the US or Europe.