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Don’t Expect Cheaper Memory Even If The AI Bubble Pops: Micron Says Each Humanoid Robot Would Need Over 200 GB Of DRAM And Multiple Terabytes Of NAND

Micron GDDR7 3GB memory module against a vibrant blue and purple tech background.

Micron, one of the so-called ‘Big Three’ memory players alongside Samsung and SK hynix, and an inarguable pillar of the ongoing AI-centric buildout, has just published financial results for its fiscal Q4 2026, resoundingly beating consensus estimates on nearly every metric. Micron is already positioning itself for the next memory mania, one spurred by humanoid robots Micron has smashed consensus expectations on all metrics except its guidance for next quarter’s adjusted gross margin, which now stands at 86.25 percent vs. a consensus estimate of 86.40 percent. Critically though, Micron’s CFO has just stated that the company now expects “Q1 to […]

Read full article at https://wccftech.com/dont-expect-cheaper-memory-even-if-the-ai-bubble-pops-micron-says-each-humanoid-robot-would-need-over-200-gb-of-dram-and-multiple-terabytes-of-nand/