Micron raises outlook for server shipments due to strong demand growth. Intel struggles to meet server CPU demand, impacting market share. Memory chip prices rise as supply remains constrained. Micron plans to increase capital spending for production expansion. Micron sees revenue surge in Q1 of fiscal 2026, benefitting from high demand for AI accelerators and servers. Intel faces challenges but anticipates improvement in server CPU demand with new manufacturing processes. Micron and Intel are expected to benefit from the server boom in 2026 with strong demand.

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