GoKawiilMicron says humanoid robots, not just AI, will sustain high memory prices through 2027
Micron's FY27 guidance states that demand from humanoid robots and other physical AI devices could outpace data centers as a driver of memory and storage demand. CEO Sanjay Mehrotra said each humanoid robot needs roughly 200GB of DRAM and several terabytes of storage, and that current memory demand already exceeds supply by about 50%. The company expects new cleanroom capacity to be insufficient to ease the shortage soon.
GoKawiil's interpretation of the reporting above, not reported fact.
If Micron's forecast holds, consumers hoping for cheaper RAM after any AI slowdown may be disappointed, since robotics could replace data centers as the main demand driver. Morgan Stanley's bullish outlook on humanoid robots suggests other chipmakers may also bet on this trend, potentially reshaping memory industry investment priorities. However, these projections rely on robotics adoption scaling as fast as companies expect, which remains uncertain.
- Micron expects robots and physical AI to drive memory demand beyond 2027, even if AI data center spending slows.
- Each humanoid robot reportedly needs about 200GB of DRAM and multiple terabytes of storage.
- Micron says current memory demand is already 50% higher than supply, and new cleanroom capacity won't quickly fix the shortage.
Crucial 32GB DDR5 Desktop RAM Kit — With Micron warning that RAM prices may stay elevated for years due to AI and robotics demand, now's a reasonable time to lock in a memory upgrade before prices climb further. Crucial, Micron's own consumer brand, offers reliable DDR5 kits that boost multitasking and gaming performance. Grabbing one now could save you from paying even more down the line.
See Crucial 32GB DDR5 Desktop RAM Kit on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: techspot.com — Kishalaya Kundu, 2026-10-01
Published there as: “Micron says robots will keep RAM prices high, even if the AI bubble pops”
Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.