If you asked me to estimate the weighted fraction of clients accessing cloud services using devices with retail DIMMs, I would say much less than 1%.
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.
It's not just retail DIMMS, most notebook and smartphone vendors are also impacted by NAND being redirected to datacenters.