Micron says robots will keep RAM prices high, even if the AI bubble pops
Micron said each humanoid robot may need about 200GB of DRAM and several terabytes of storage, keeping memory demand elevated through 2027.
- In its FY27 guidance, Micron stated that humanoid robots and physical AI will surpass data centers as primary drivers for memory demand, with CEO Sanjay Mehrotra expecting significant long-term growth in the semiconductor sector.
- Despite record industry expansion of DRAM cleanroom space, Micron believes "robust demand trends, including new upside requests from customers," will ensure that the supply-demand mismatch remains unresolved anytime soon.
- Mehrotra noted that current demand for memory chips is 50% higher than supply, with each humanoid robot requiring around 200GB of DRAM and several terabytes of storage to function.
- While Samsung and Hynix paid massive employee bonuses following windfall profits, Micron's two primary unions are pushing for similar compensation as memory prices reach unprecedented levels.
- Morgan Stanley projects the sector will reach $5 trillion in value by 2050, driven by an estimated 930 million units annually, as humanoids fuel a "sustained, substantial multi-decade memory demand cycle.
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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 Technology is warning in its latest quarterly report that the global shortage of RAM will continue for another year or two. According to the memory manufacturer's CEO Sanjay Mehrotra, the situation is likely to worsen in 2027 and 2028, despite plans for new factories. - We cannot see when supply and demand will return to balance, says Sanjay Mehrotra in a statement quoted by our colleagues at CIO. Micron Technology has already sold 75 per…
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's CEO warned that memory shortages could continue into 2028 or beyond, stating, 'Customers will end up paying 'much higher' prices than they did this year.'
Memory manufacturer Micron has projected that shortages of memory and storage will worsen further in 2027 and 2028. CEO Sanjay Mehrahtra explained that it is impossible to predict when supply and demand will balance out, suggesting that shortages may continue beyond 2028. He also revealed that customers have signed contracts to pay significantly higher prices for high-bandwidth memory (HBM) for 2027 than they did for 2026. RAM supply set to warm…
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