Serenity: Humanoid robots will drive a multi-decade memory demand cycle, with demand expected to begin within a decade

Odaily Planet Daily News "White Hair Stock God" Serenity posted on platform X, stating that the CEO of Micron (MU) 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+ level autonomous vehicles, and this wave of demand is expected to begin within the next ten years.

Additionally, Micron expects that the value of on-device AI, combined with the accumulated demand for device replacements, will jointly drive memory demand growth. Serenity pointed out that from TSMC's chairman, Tesla (TSLA) CEO Elon Musk to Micron's CEO, industry leaders all regard humanoid robots as the next major trend, and physical AI may become the next development direction.