Key Points Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard server DRAM, both of which are in short supply. Intel is struggling to keep up with demand for server CPUs, although capacity constraints are expected to ease later in 2026. 10 stocks we like better than Micron Technology › Soaring demand for servers is surprising even the most optimistic AI hardware providers. In December, Micron (NASDAQ: MU) boosted its outlook for 2025 s ...