> What a disaster for Micron.

Almost certainly this is because of a windfall for Micron, at least in the short term. Datacenter memory demand is going through the roof, and that was where margins were highest already. It makes no sense to continue to try to milk a consumer brand that can be sold at, what, a 20% markup over generics?

Most likely Micron was planning this forever, and the current market conditions are such that it's time to pull the trigger and retool everything for GPU memory.