Micron: driverless cars and humanoid bots will need 300 GB of RAM

Micron says autonomous cars and humanoid robots will soon need hundreds of gigabytes of RAM per device, a shift the company highlighted during its recent earnings call. CEO Sanjay Mehrotra described rapidly growing memory demand as these AI-powered devices advance.

Mehrotra said: "Humanoid robots will be AI-enabled and will be powered by a compute platform that rivals that of a high-end L4-capable automobile, thus requiring significant memory and storage capacity." To address that market, Micron says it is tooling up to produce "the industry's first automotive-grade 1γ LPDDR5 DRAM." Mehrotra added, "We expect both DRAM and NAND industry bit demand in calendar 2026 to be constrained by supply," even as overall RAM supply across the market grows by 20%.

This is a familiar story with a new twist: the surge in memory demand is AI-driven but focused on devices rather than data centers.

micron, ram, dram, lpddr5, nand, humanoid robots, autonomous cars, sanjay mehrotra, automotive-grade, memory demand