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Micron are estimated to have 23% and 21% of global revenue for DRAM and HBM in Q2 2025.

Their 'smaller' market, SSDs - has an estimated 13% of global NAND revenue.

https://counterpointresearch.com/en/insights/global-dram-and... https://counterpointresearch.com/en/insights/global-nand-mem...

I don't know their breakdown for consumer vs enterprise, but the Crucial brand is consumer focussed. Obviously enterprise at this point is incredibly lucrative.

We're gonna need a bigger pin.





Tangent: this is going to happen with SOTA LLMs as well, isn't it.

Consumers are so annoying. And by consumers, I mean "anyone can get an API key for the latest model."




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