MU · News · 20261104N

Data Center Memory Demand

MICRON TECHNOLOGY INC · 2026-11-04 · Importance 33 · Surprise 56

Reports on AMD and Super Micro Computer described strong demand for AI processors and server systems, supporting demand for memory and storage products used in data centers. AMD reported third-quarter revenue of $13.4 billion, up 45% year over year, and data-center sales of $8.5 billion. Super Micro Computer said quarterly revenue neared $20 billion and raised its full-year sales target to as high as $82 billion. These are industry indicators rather than Micron-specific orders or customer commitments.