Serenity: Humanoid Robots Will Drive a Decades-Long Memory Demand Cycle, Demand Could Begin Within a Decade

Odaily Odaily reports that "White-Haired Stock God" Serenity posted on platform X, stating that Micron (MU) CEO 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+ autonomous driving vehicles, and this wave of demand is expected to begin within a decade.

Furthermore, Micron expects that the value stacking of on-device AI, combined with pent-up demand for device replacement, will jointly drive memory demand growth. Serenity pointed out that from the Chairman of TSMC, Tesla (TSLA) CEO Elon Musk, to the CEO of Micron, industry leaders all view humanoid robots as the next major trend, and physical AI could be the next direction for development.