Micron: humanoid robots will keep memory demand high even if AI bubble pops

Micron said in its FY27 guidance that memory demand will stay elevated even if the AI boom ends, driven by humanoid robot production. CEO Sanjay Mehrotra said each humanoid needs at least around 200GB of DRAM and several terabytes of storage, while current memory demand already exceeds supply by 50%.

• Micron: each humanoid robot needs 200GB+ of DRAM and terabytes of storage
• Current memory chip demand is 50% higher than supply
• DRAM shortage won't ease soon despite record cleanroom expansion
• Morgan Stanley sees 930 million robot units worth $5T a year by 2050