Samsung is reportedly preparing to wind down its SATA SSD business, and a notable hardware leaker warns the move could have broader implications for consumer storage pricing than Micron’s decision to end its Crucial RAM lineup. The report suggests reduced supply and short-term price pressure may follow as the market adjusts.
That is where much of the overall wafers are going. But that would be happening regardless of whether the Crucial brand is around or not. Even if Crucial was still a thing going forward, those same wafers would still be going towards HBM.
I think he hit the nail on the head when he said that Crucial being cancelled is just a symptom of our shit market, not one of the causes.
His point is that Samsung (the manufacturer) is scrapping production, not that Samsung (the consumer brand) is stopping selling products that otherwise are still being produced and sold under different brand names.
Stopping production of something sold under many brands is obviously a lot worse than a brand stopping sales of something that other brands will still sell (albeit in lower quantities in previous years due to HBM production being ramped up at the cost of DDR5).