MU · News · 20261031N

AI Infrastructure Positioning

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

A third-party report said Elon Musk had highlighted the DRAM requirements of humanoid robots, and analysts suggested that humanoids could become a major source of memory-industry demand. Micron’s CEO was reported to expect physical AI, including humanoids and autonomous vehicles, to substantially expand the company’s addressable market. The report provided no dollar estimate or timeframe for that potential expansion.

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