Serenity: Humanoid robots will drive a decades-long storage demand cycle

Serenity stated on the X platform that the CEO of Micron Technology predicts humanoid robots will drive a decades-long cycle of storage demand, with each robot requiring about 10 times the memory of an L2+ level autonomous vehicle. The demand wave is expected to begin before the end of this decade. The CEO of Micron Technology mentioned that increased value of on-device AI and the need for device upgrades will fuel growth in the storage market. Serenity pointed out that the Chairman of TSMC, Elon Musk, and the CEO of Micron Technology all see humanoid robots as the next major trend, and physical AI is considered the next stage of AI development.