Are you tired of AI eating up all your RAM? Micron warns the crisis will worsen in 2027 and 2028 and says robots could consume more than 200 GB of memory per unit by 2030
- Micron has warned that the RAM shortage will get much worse in 2027 and 2028
- Then, at the end of the decade, robots will put more pressure on the memory supply.
- So-called ‘physical AI’ could require more than 200GB of DRAM and several terabytes of storage per unit, Micron predicts
Micron just released its latest financial results, along with some predictions for the future of the RAM crisis that won’t be very comforting to consumers.
Wccftech reports that Micron, which is one of the big three memory chip makers, just revealed its results for the fiscal fourth quarter of 2026 with earnings expected to boom and some not-so-obvious predictions about RAM shortages.
As Eric Jhonsa, a portfolio manager at a Dutch asset corporation, noted in Micron’s accompanying guidance in
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Micron also said: “Even with additional industry DRAM cleanroom space plans, with strong demand trends including new upward customer requests, we do not have a view of when supply and demand will return to balance.”
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We’re told that “humanoid robots could require more than 200GB of DRAM and several terabytes of storage per unit, with several physical AI customers already testing next-generation products,” and that this could become a “major driver of memory and storage demand by the end of this decade.”
Analysis: Robot RAM Drain
In short, Micron says that RAM supply will be tight not only in 2027, which has been a widespread prediction, but also in 2028. Of course, 2028 has been predicted to be a dismal year overall, but from what Micron is saying here, the company is putting this year on par with 2027 in terms of memory shortages, and next year will be pretty dire by all accounts.
This is further fueling the narrative of the RAM crisis lasting until 2030 (one of the first mentions of this came from the CEO of Nvidia), and the comment about robots reinforces it further. Even if the demand to boost AI decreases a little so that data centers do not consume as much memory, the overall pressure on RAM supply may remain due to the adoption of robots, which will also need a lot of memory.
The only thing I would say is that Micron may be exaggerating a bit when talking about the timeline for the use of robots here. After all, in this type of forecast, the company is interested in strengthening its future prospects and driving more investments.
However, it is clear that Micron is in a very strong position and robots are something that is on the radar. And since there is a lot of doubt about whether the AI bubble is going to burst (depending on who you listen to), this is just another worry for consumers (on top of robots taking over jobs).
It seems pretty clear that RAM won’t reach affordable price levels for a long time yet.
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