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Serenity: Humanoid robots will drive a decades-long memory demand cycle, with demand potentially starting within a decade.

MeNews
robot
Abstract generation in progress
ME AI News: "White-Haired Stock God" Serenity posted on platform X, stating that Micron (MU) CEO predicts that the memory demand cycle driven by humanoid robots will last for decades. The CEO stated that the memory required for humanoid robots is about 10 times that of current L2+ autonomous vehicles, and this wave of demand is expected to begin within a decade. Additionally, Micron expects that the value of on-device AI, combined with the backlog of device replacement demand, will jointly drive memory demand growth. Serenity pointed out that from the chairman of TSMC, Tesla (TSLA) CEO Elon Musk, to the CEO of Micron, industry leaders all see humanoid robots as the next major trend, and physical AI may become the next direction of development. (Source: ODAILY)
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