September 15, 2025 04:05 AM GMT Semiconductors | North America Weekly: strength in servers We see significant strength in supply chains for general purpose servers. That's good for INTC, AMD, MU, albeit not central to the thesis on any of those stocks. We have seen tightening supply demand balance for CPUs, DDR5 RDIMMs, and eSSDs, all reportedly due to strength in the supply chains for the general purpose server market, across both enterprise and cloud. The reason for this is less clear; tightness in some a ...