Counterpoint Research forecasts that demand for DRAM memory chips in humanoid robots will increase about 20 times by 2030, driven by more robots and higher memory per unit. However, Tesla CEO Elon Musk recently reduced memory on Tesla's robot chips to boost production volume, highlighting cost and supply constraints. Micron Technology, a major memory chip maker, sees robot memory demand as a long-term growth opportunity but notes it will take years to impact revenue significantly. Investors should watch for Micron's upcoming reports for signs of robot-related design wins that could validate the forecast.
Micron Technology shares rose 2.46% to USD 925.89 on Pluang as of Oct 27, 2026 18:42 WIB, reflecting investor interest in its long-term growth potential from robot memory demand. Tesla stock also gained 1.05%, trading at USD 395.72, despite recent moves to reduce memory chip usage in its robots. Pluang data shows a balanced trading volume for Micron and a higher sell activity for Tesla, indicating mixed investor sentiment on these tech giants.
Despite recent stock declines, AI chip makers TSMC, Marvell, and Micron report demand exceeding supply and optimistic growth forecasts for 2027. TSMC aims for $600 per share driven by expanding 2nm chip production and new fab capacity. Marvell target...
Micron Technology shares climbed 4% following a positive outlook from Bank of America after meeting with company executives. The bank highlighted a structural shift where memory customers are now locking in supply contracts for three to five years, c...
SanDisk shares fell 33% in October, trading nearly 50% below their 52-week high despite posting a record fiscal year with revenue up 371.6% year-over-year and strong earnings beats. The company secured $93.9 billion in new business agreements, provid...
Micron Technology's revenue surged 256% in fiscal 2026, driven by AI memory demand, with analysts bullish on its future. A $1,000 investment today could be worth about $1,416 by 2030 under the base case, with potential upside to $2,473 in a bull scen...
Micron Technology's stock has found stability after recent declines, supported by its resistance to a new hardware format promoted by a Chinese competitor. This pushback is helping Micron maintain its market position amid growing competition in the m...
