Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that Micron (MU)'s CEO predicts that the memory demand cycle driven by humanoid robots will last for decades.The CEO noted that humanoid robots require approximately 10 times the memory of current Level 2+ autonomous vehicles, and this wave of demand is expected to begin within the next decade.
Additionally, Micron anticipates that the value of edge AI, combined with pent-up demand for device replacements, will collectively drive memory demand growth.Serenity pointed out that industry leaders—from Elon Musk, Chairman of TSMC and CEO of Tesla (TSLA), to Micron’s CEO—all view humanoid robots as the next major trend, and physical AI may become the next direction of development.
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Serenity: Humanoid robots will drive a decades-long cycle of demand for memory, with that demand potentially taking off within the next decade
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Source：Odaily · Source Link
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