MU · News · 20261031N

AI Memory Demand Trends

MICRON TECHNOLOGY INC · 2026-10-31 · Importance 23 · Surprise 24

Elon Musk said humanoid robots will require substantial amounts of DRAM, drawing attention to a potential new memory demand source. Analysts cited in the report expect humanoids could become a major growth driver for the memory industry. Micron’s CEO also anticipates physical AI applications, including humanoids and autonomous vehicles, will expand the company’s addressable market; the report gives no quantified demand estimate.

Key facts

• Analysts predict humanoids could drive a massive increase in DRAM demand, potentially making them a major growth driver for the memory industry. source