Intel and Micron say supply, not demand, caps server growth ahead of AMD's Q4 guide
tengyanAI · x · 2026-11-04
tengyanAI aggregates recent earnings calls: Intel says server CPU units will grow >30% in 2026-27 and "growth would be higher if available," while Micron calls DRAM the principal constraint. The takeaway: AMD's Q4 server guide is really a supply read — whether it locked up substrates and memory or hit the same ceiling as everyone else.
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