Very interesting statement today: $Micron Tech(MU.US) CEO predicts a multi-decade memory demand cycle driven by humanoid robots.
"Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles.""And that demand wave is set to begin before the decade is out."Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth"Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI). Feels like all the industry leaders from $Taiwan Semiconductor(TSM.US) Chairman, $Tesla(TSLA.US) Elon Musk, to $Micron Tech(MU.US) CEO see humanoids as the next major trend so physical AI is probably next. I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.
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