Serenity: Humanoid Robots to Drive Decades-Long Storage Demand Cycle

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Serenity stated on Platform X that Micron Technology's CEO expects humanoid robots to drive a decades-long storage demand cycle, with memory requirements approximately 10 times that of L2+ level autonomous vehicles. This demand wave is anticipated to begin before the end of this decade. The Micron Technology CEO mentioned that the increasing value of on-device AI and the need for device upgrades will fuel growth in the storage market. Serenity pointed out that the Chairman of TSMC, Elon Musk, and the Micron Technology CEO all view humanoid robots as the next major trend, with physical AI being the next phase of AI development.

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