It's not just retail DIMMS, most notebook and smartphone vendors are also impacted by NAND being redirected to datacenters.

It's the same memory wafer capacity. They're not separate.

Yeah but Micron is only exiting the retail business. They will still sell DIMMs to Dell, HP, Lenovo, etc.

They will probably sell Micron-label DIMMs to anyone who offers to buy 1000 of them.

This.

And they're effectively saying they've had enough of running call centers, tracing lost parcels, weirdo customers who show up at the factory, running marketing campaigns etc.

A consumer facing business is a lot of overhead, and since more and more hardware now has soldered ram, it is a shrinking business too.

Shrinking businesses are super hard to run - it's far easier to grow a business than shrink it whilst maintaining the same margins.

> And they're effectively saying they've had enough of running call centers, tracing lost parcels, weirdo customers who show up at the factory, running marketing campaigns etc.

When this is a company's core complaint, then the usual strategy for getting out of the D2C business (without losing D2C revenue) is finding a channel partner willing to absorb the dealflow. I.e. turning your B2C channel into a single B2B(2C) enterprise customer.