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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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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 Open
  • 0:27 - Welcome to the Tech Field Day News Rundown
  • 1:22 - Trump Administration Lets Nvidia Sell H200 AI Chips to China
  • 4:17 - React Server Flaw Lets Hackers Run Code
  • 7:34 - IBM Strikes $11 Billion Deal to Acquire Confluent
  • 11:17 - Intel Reverses Plan to Sell Networking Unit, Keeps NEX In-House
  • 14:59 - IBM CEO Says Today’s AI Datacenter Boom Isn’t Financially Sustainable
  • 19:42 - Cloudflare Forces Outage to Stop Critical React2Shell Exploit
  • 22:53 - Micron Exits Consumer Memory to Focus on AI Chips
  • 30:53 - The Weeks Ahead
  • 31:58 - Thanks for Watching

Follow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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