Micron says robots will keep RAM prices high, even if the AI bubble pops
4 Articles
4 Articles
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
Technology giant Micron warns of a worsening situation in the memory market, stressing that the demand for working memory will grow further due to the rise of physical artificial intelligence and autonomous vehicles.
Micron claims that humanoid robots will need several hundred gigabytes of RAM to navigate efficiently in space. The company's predictions align with analysts' warnings. The information, which states that RAM may not become scarce for years, even if the bubble bursts, suggests that Micron predicts that shortages will be even worse in 2027 and 2028. It was published by GRYOnline.pl on October 2, 2026.
Micron expects a shorter range of DRAM and NAND than 2026 for 2027 and 2028 and sees humanoid robots as the next large-scale user. For PC upgradeers, this means that even an end to the AI boom should hardly make RAM and SSDs cheaper.
Coverage Details
Bias Distribution
- 100% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
