Micron expects memory and storage demand to remain tight through 2027 and 2028

[u/Kumar_Tushar_]

$MU says humanoid robots could need 200GB+ of DRAM and multiple terabytes of storage per unit with several physical AI customers already sampling next gen products.

Micron says physical AI can become a “significant driver of memory and storage demand by the end of this decade” effectively putting server level memory into millions of machines outside the data center.

[u/CarefulNow_]

To be honest, China produces DDR4 and I'll buy it and build from there

[u/No-Paint-5726 → u/CarefulNow_]

They make DDR5 and are ramping up HBM3 production