Micron predicts humanoid robots will drive memory demandMachine translation
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Micron says each humanoid robot needs more than 200GB of DRAM and several TB of NAND flash, and expects physical AI to become a major driver of memory demand by the end of the decade. It also predicts tighter memory and storage supply and demand in 2027–2028 than in 2026, while saying it cannot yet tell when the market will return to balance.
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