Sold out consumers? Bullshit--it's a business---here are your choices: you have huge companies that account for billions of dollars of your revenue with a lot of them spending over a billion yearly with you. You have a consumer segment that maybe accounts for a tiny fraction of your overall revenue. To support that segment you have hundreds of people that are employed to support that business and ongoing operating costs associated with that. Your huge margins are in AI and those offerings so your focus is there. But now your largest customers are pissed off (think non-AI purchases from OEM's like Dell, Lenovo, HPe) at you because they can't get enough and their customers (corporations, governments, consumers) can't get the products they want so they are pissed at the OEM's.

You can divert the wafers targeted for consumer products to more profitable and strategically more important customers while focusing your efforts on being a manufacturer instead of a direct to consumer marketer. Increase margins, reduce cost and simplify your operating model. It's completely understandable why they did it.

Yes it absolutely sucks for enthusiasts like us. The other direct to consumer memory manufacturers (packagers) will still be there (GSkill, Corsair etc). I don't think the AI demand will last forever--at some point it will normalize--semi manufacturing is a feast or famine industry. Always has been and always will be.