Micron: Self-Driving Cars and Humanoid Robots Will Require a Lot of RAM!

Hot news News Tech Tech News 03/20/2026

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TECH NEWS – We shouldn’t think in terms of 16, 32, or 64 GB because Micron’s CEO has hinted at far larger capacities…

As if demand for computer memory were not already extreme enough, Micron has identified two new classes of devices that will soon consume massive amounts of RAM. It appears that both self-driving cars and humanoid robots will require hundreds of gigabytes of memory. During Micron’s latest earnings call, attended by Wall Street analysts, CEO Sanjay Mehrotra explained how autonomous vehicles and other types of robots are set to generate enormous memory demand.

Mehrotra said that the average car today has ADAS capability below L2 and contains roughly 16 GB of DRAM. He was referring to the industry-standard Advanced Driver-Assistance Systems classification for autonomous vehicles, which starts at Level 0, where there is no automation, and goes up to Level 5, which represents a fully self-driving car with no human intervention. Vehicles with L4 autonomy require more than 300 GB, and as the adoption of more advanced ADAS and smart-cabin technologies grows, Micron expects strong long-term growth in automotive memory demand. He similarly predicted that humanoid robots, much like autonomous cars, will become another major source of RAM demand. Rapid advances in AI are dramatically boosting robotic capabilities. The company believes the industry is on the cusp of a 20-year growth wave in robotics and expects robotics to become one of the largest product categories in technology.

Humanoid robots will be equipped with AI and will run on a compute platform that rivals high-end vehicles with L4 autonomous-driving capability, meaning they will require substantial memory and storage capacity. Micron says it is currently working to produce the industry’s first automotive-grade 1γ LPDDR5 DRAM for this specialized market. But adding enough capacity to meet all of that demand will take time. The company expects both DRAM and NAND industry bit demand in 2026 to be constrained by supply, even though total RAM supply across the market is projected to grow by 20%.

Overall, this is a familiar story with a new twist. In the end, it is still being driven by AI, just not the usual data-center narrative, but rather AI-powered devices. If Micron is right and we really are standing at the beginning of a 20-year robotics growth vector, then it is difficult to imagine markets for components like memory modules normalizing any time soon…

Source: PCGamer, Fool

Angyal Anikó

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