GabeN said himself the hardware division must stand on its own financially. He doesn't want to subsidize it forever.
To keep Hardware anywhere close to the black - they have to get money coming in. The controller can drop unaffected by the Ram crisis, and recently unaffected by the illegal tarifs
There are literally Millions of other "plausible reasons" and they legally don't have to even have a reason.
"Market Conditions" is all they need to say.
I don't think it's fair, or right, or just, but it's how it works.