$Intel(INTC)$ Micron reported

$Intel(INTC)$ Micron reported that its core data center business surged 56% sequentially, specifically citing massive shipments of high-capacity DDR5 server DRAM modules. High-density server DRAM doesn't plug into standalone GPUs—it populates x86 server CPU sockets, like Intel Xeon and AMD EPYC. That looks like a solid setup for better days ahead.

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