The Hot Take: Warranties going out the window because of greed?
Micron used to produce some of the best RAM available to mainstream users through its Crucial brand. Despite the company's exit from the consumer market through its now-defunct Crucial brand, Micron had pledged to continue honoring warranties on existing Crucial products. A recent case on Reddit, however, highlights ongoing challenges with Micron's warranty process, where it reportedly offered a customer a ludicrous payout for an RMA. Only after further communication did Micron provide an improved offer. Another user also chimed in with a similar story about an SSD return with Micron. Crucial/Micron is refusing lifetime warranties after closing consumer opsâoffering 17% of market value and keeping working hardware from r/pcmasterraceRedditor Key_Tailor6948, who shared the email exchange with Tom's Hardware, recently shared their RMA experience with Micron's warranty process after encountering a failing memory module from a 48GB (2x24GB) DDR5 memory kit. While the Redditor did not specify the exact model of the memory kit, Crucial used to sell two such kits in this capacity: the Crucial Pro DDR5-6000 C48 and the Crucial Pro DDR5-5600 C46. The last known pricing for the memory kits was $489.99 and $459.99, respectively, during the memory shortage.According to the Redditor, Micron allegedly said in an email that the company is no longer offering replacement products for warranty claims. Instead, Micron purportedly stated it would provide a refund based on the original purchase price, including taxes where applicable. However, the proposed refund amount was $241.86. The major issue at hand is that the reimbursement Micron offered was based on the cost of the 48GB memory kit purchased before the recent memory shortage and the resulting price hikes. Nowadays, the most affordable 48GB DDR5 memory kit available on the market, such as a DDR5-6400 C32 one, which is faster than Micronâs discontinued offerings, starts at a staggering $649.99. The refund Micron proposed amounts to just 37% of the current market value for a somewhat comparable product. The Redditor's math about being 17% of market value and estimating similar-capacity memory kits going for âroughly $1,400" is a bit off based on verifiable pricing, but the proposed payment was still well short of current market value.Beyond the disappointment over the low reimbursement, the Redditor expressed frustration that they had to send back the entire 48GB memory kit, even though only one of the two modules was faulty. This meant parting with a memory module that was still fully functional. Unfortunately, this is a common industry practice. Most manufacturers require the return of the full memory kit for warranty claims. It is exceedingly rare for companies to allow returns or replacements of only a single memory module from a multi-module kit, regardless of whether the other module is working perfectly.The Redditor was also not happy about covering the shipping costs to return the defective memory module. This is another policy that varies widely among brands: some manufacturers cover all shipping fees, others split the cost, so you cannot really single out Micron in that aspect.It would seem that Micron subsequently offered a more favorable resolution. The company agreed to send the user three Crucial Pro DDR5-6400 C32 16GB (CP16G64C32U5B) memory modules as a replacement. This solution matches the original capacity of 48GB and also delivers better performance than the user's original memory kit. The user accepted the offer.Meanwhile, Crucial SSD owners are seemingly experiencing similar RMA practices from Micron. A Reddit user named LeanaIsTheBest highlighted in the same thread that Micron is allegedly refusing to provide direct replacements for a failing 4TB SSD. Instead, the company ostensibly offered a gift card equivalent to the original purchase price of the 4TB SSD as compensation. However, the company provided an alternate option to receive the same amount in cash through PayPal or Venmo with the condition that the user pays the 6% transaction fee.Micron wound down its consumer business back in December 2025. It is reasonable to think the chipmaker has reshaped its manufacturing factories to cater to more profitable markets, such as data centers and the AI sector. Micron probably is not maintaining inventory or production lines for consumer products, so direct replacements are unlikely. For a company that reported revenue of $41.46 billion in its last earnings call, it isn't a great look for Micron to not reimburse the replacement cost for loyal customers who have purchased its Crucial products.
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The Hot Take: Um, so memory gets a law suit over 'forever chemicals' but not the other items? Doesn't that seem a bit odd?
Pushback against Micron's planned manufacturing complex in Clay, New York, which comprises four separate fabs, is once again at the center of an environmental lawsuit. Filed by Neighbors for a Better Micron and Jobs to Move America â the same groups that filed a separate lawsuit against Micron in January â filed a new complaint Friday, claiming that approved wastewater and air permits aren't valid and will allow Micron to leak "forever chemicals" into the Oneida River. Go deeper with TH Premium: Chipmaking(Image credit: tsmc)A deeper look at the chipmaking supply chainTSMC's $165 billion U.S. investments examinedChina reportedly reverse-engineers EUV toolChina bets on DUV, as EUV blockade reshapes chipmaking"The Permits were issued against eh backdrop of the significant environmental consequences already acknowledged through the course of the Micro Project's State Environmental Quality Review Act (SEQRA) review. including the release of PFAS and other highly persistent and hazardous chemicals," the complaint reads. "Rather than fully and meaningfully evaluate and address those consequences and impose the necessary protections before granting final authorization, [the Department of Environmental Conservation] issued permits that defer essential analyses, controls and limitations, and mitigation decisions until after issuance or until future regulations and studies have been conducted." The lawsuit names the New York State Department of Environmental Conservation (DEC), Onondaga County (where Clay is located), and Micron. Its claim is that, despite Micron receiving wastewater and air permits from the DEC, those permits aren't adequate to regulate the plant's emissions. In one part of the lawsuit, the petitioners claim the permits are "not routine operating approvals," and in another, claim the loose permit guidelines "are not collateral or technical omissions."Per- and polyfluoroalkyl substances, otherwise known as PFAS or "forever chemicals," are synthetic chemicals that are essential to semiconductor manufacturing. The chemicals are present throughout nearly the entirety of the manufacturing chain, necessitating strict water and air containment management to align with environmental regulations. "The SPDES permit authorizes the acceptance and discharge of Micron's industrial wastewater containing identified emerging contaminants, including PFAS compounds, but it imposes no substantive controls on those harmful contaminants beyond monitoring their presence and concentration." In January, the two petitioners named in this complaint filed another lawsuit against Micron, claiming that the project failed to comply with the state's environmental review process. Last month, Micron asked a judge to dismiss the lawsuit. It's still set for oral arguments on August 25, however. This lawsuit currently doesn't have a date set for oral arguments, if it ever reaches that point. The petitioners are seeking the nullification of both wastewater and air permits, which would force Micron back under the environmental review process, and costs associated with the suit.
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The Hot Take: About time. I've been saying they should have one for a while.
The big story in computing these days is how an ongoing shortage of RAM (dubbed RAMageddon or the RAMpocalypse) has led to massive increases in hardware costs. The conventional explanation of the situation has been that shortages have been driven by the widespread construction of AI data centers. However, a new lawsuit (Garciaguirre et al. v. Samsung Electronics Co., Ltd., et al.) filed against RAM manufacturers Samsung, SK Hynix, and Micron, alleges that these companies are exploiting market conditions to artificially inflate prices.
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The Hot Take: All while the consumer market is high and dry.
Micron has started to ship its fastest DDR5 RDIMM memory modules, which feature 256 GB capacities & up to 9200 MT/s speeds. Micron Offers 40% Boost Vs Current "In-Volume" DDR5 RDIMM Memory Modules, Brings 256 GB Capacities With 9200 MT/s Speeds As Agentic AI requirements grow, memory makers are rolling out faster and higher-capacity memory kits to meet the demands of AI firms. JEDEC is also pushing the DDR5 MRDIMM standard up to 12,800 MT/s, and today, Micron has announced that it is sampling its 256 GB DDR5 RDIMM modules with up to 9200 MT/s speeds. The main highlights include: [âŚ]Read full article at https://wccftech.com/micron-doubles-down-on-ai-memory-256-gb-ddr5-rdimms-hitting-9200-mtps/
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The Hot Take: AMD seems to be out performing Intel & Nvidia on the market, while Nvidia is still the preferred Ai holy-grail? Just seems odd.
While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'"
Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up well over 200%. Nvidia, meanwhile, is only slightly ahead of the Nasdaq in 2026, gaining 15% for the year, aided by an 8% rally this week. In spreading the wealth to a wider swath of hardware companies, investors are clearly betting that the bull market in AI has long legs and that data centers are going to need a wider array of advanced components for years to come.
Memory has been the biggest theme of late due to a global shortage that's driven up prices and turned Micron, a 47-year-old company tucked in a sleepy corner of the semiconductor market, into one of the hottest trades over the past 12 months. Micron blew past an $800 billion market capitalization for the first time this week, and the stock is now up over 750% in the past year. CEO Sanjay Mehrotra told CNBC in March that key customers are only getting "50% to two-thirds of their requirements" because of supply issues. The memory market is largely dominated by Micron, along with Korea-based Samsung and SK Hynix, which are also both in the midst of historic rallies...
Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030. AMD's quarterly results this week underscored the emerging trend, as earnings, revenue and guidance sailed past estimates on strong data center growth. The company has long led the CPU charge, and CEO Lisa Su said on the earnings call that AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November.
The article cites two other big movers:
Intel "is in the midst of a revival sparked by a major investment from the U.S. government last year. Intel's stock had its best month on record in April, more than doubling, and has continued notching massive gains, rising 33% in the early days of May."
Nvidia still remains the world's most valuable company "and is expected to show revenue growth of 70% this fiscal year," the article points out â adding that companies like Corning are also benefiting from Nvidia partnerships. "Glass maker Corning, which celebrated its 175th anniversary this week, signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies... likely a major step in Nvidia's move away from copper cables and towards fiber-optic cables as it builds out its rack-scale systems."
Read more of this story at Slashdot.
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