PANews June 25 news, “White-Haired Stock God” Serenity posted on X platform that Micron Technology CEO’s remarks today are highly noteworthy, forecasting that humanoid robots will drive a storage demand cycle lasting for decades. The memory scale required by humanoid robots could be about 10 times that of current L2+ autonomous driving vehicles, and this demand wave is expected to begin before the end of this decade.

Additionally, the Micron CEO noted that as the value of on-device AI rises and pent-up device replacement demand is unleashed, it will fuel storage market growth going forward. Although Apple’s Apple Intelligence has been underwhelming so far, innovation breakthroughs may still emerge in localized AI and edge AI. Now, from TSMC’s chairman and Elon Musk to Micron’s CEO, multiple industry leaders see humanoid robots as the next major trend, implying that “physical AI” could become the next stage of AI development.