Micron says robots will keep RAM prices high, even if the AI bubble pops
In its earnings guidance for FY27, Micron stated that it expects physical AI and humanoid robots to become even bigger drivers of memory and storage demand than AI data centers. According to CEO Sanjay Mehrotra, each humanoid robot would need at least around 200GB of DRAM and several terabytes of... Read Entire Article
Micron Technologies, a leading memory manufacturer, warns that even if the artificial intelligence bubble bursts, demand for RAM and storage will remain high due to the rapid growth of humanoid robot manufacturing. CEO Sanjay Mehrotra stated that each humanoid robot requires at least 200 gigabytes of DRAM and several terabytes of storage, driving further growth in the semiconductor sector.
Mehrotra also expects AI demand to accelerate significantly by the end of the decade, with several customers already testing next-generation memory and storage products. Micron's forecasts for FY2027 indicate that supply-demand mismatches in memory and storage will persist, despite plans to expand DRAM cleanroom space at a record pace.
The company expects robust customer demand and new upside requests to keep memory prices elevated. The AI industry's insatiable appetite for memory chips has driven DRAM prices to record highs, resulting in record profits for manufacturers. While competitors Samsung and SK Hynix are reinvesting their windfall profits, Micron's unions are demanding similar bonuses for their employees.
The global market for humanoid robots is projected to reach $5 trillion per year by 2050, with the demand for memory chips expected to surge accordingly.
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