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At a time when memory is in short supply due to AI, Musk said that the demand for RAM will become even more worrying after mass production of robots, which could worsen the shortage, and named Micron and SK Hynix as beneficiaries.
As memory supply becomes extremely tight due to the boom in AI creation, billionairesmusk It is believed that the demand for robot memory is high, and the shortage will increase when robots are mass-produced.
On the 26th, Musk said on social platforms
Musk posted a reply to the Counterpoint Research report forwarded by netizens. The agency estimates that by 2030, humanoid robots’ DRAM demand will be 20 times that of today, and each robot’s built-in memory will more than double from the current 19GB to 39GB. Musk dismissed this as “stupid analysis” and said there would be more demand for robots.
Shay Bolure of Futurum Equities said this is a bullish memory. Tesla produces 10 million Optimus robots every year. Each robot requires 72GB of memory, which is equivalent to a total demand of approximately 720PB (1PB is equivalent to 1 million GB).
Brewer said the robot uses low-power memory instead of high-bandwidth memory (HBM), which means Micron and SK Hynix will have greater business opportunities if the AI market expands beyond the data center.
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He believes that the wave of AI construction has increased the memory shortage, and once robots enter mass production, the demand for RAM will be higher than it is now, even exceeding other uses on Earth, making the supply pressure even worse.
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Musk said
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Analysts pointed out that robots mostly use low-power memory instead of HBM. If the AI market continues to expand data centers, Micron and SK Hynix are expected to benefit from greater memory demand.
