MU Sees Sustained Memory Demand
Micron CEO expects a substantial multi-decade memory demand cycle to begin later this decade driven by humanoid robots and L2+ vehicles
MU CEO ON ROBOTICS MEMORY DEMAND "Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle.
We expect a sustained substantial multi-decade memory demand cycle to begin in the latter part of this decade." "The mix of L2+ and above vehicles is more than doubling this year to over 20%, and is expected to exceed 40% by 2030."