Everyone thought memory trade was cooling off. Then Micron's CEO casually drops that humanoid robots need 10x the memory of a self-driving car.
Not just a bump. He's calling it a "multi-decade demand cycle" starting late 2020s.
AI data centers and AVs were the hype. Turns out they might've just been the opening act.
Market wasn't pricing this in.
Not just a bump. He's calling it a "multi-decade demand cycle" starting late 2020s.
AI data centers and AVs were the hype. Turns out they might've just been the opening act.
Market wasn't pricing this in.