Serenity: Humanoid Robots Will Drive a Decades-Long Memory Demand Cycle, Demand May Kick Off Within This Decade

Odaily reports that "White-Haired Stock God" Serenity posted on X platform, stating that Micron (MU) CEO predicts a memory demand cycle driven by humanoid robots that will last for decades. The CEO stated that humanoid robots require approximately 10 times more memory than current L2+ autonomous driving vehicles, and this wave of demand is expected to begin within this decade.

Furthermore, Micron anticipates that the value proposition of on-device AI, combined with a backlog of device replacement demand, will jointly drive memory demand growth. Serenity pointed out that industry leaders, from TSMC’s Chairman and Tesla (TSLA) CEO Elon Musk to Micron’s CEO, all view humanoid robots as the next major trend, and physical AI could become the next development direction.