Event
Musk Says Humanoid Robot Memory Demand Will Exceed All Other Scenarios; Storage Stocks Move
3 reports · 3 sources
On October 27, Musk responded on X to Counterpoint's forecast for humanoid robot storage demand, saying that humanoid robots' RAM demand will surpass that of all other application scenarios on Earth. The next day, U.S. stocks Western Digital closed up 6.95% and Micron Technology rose 2.77%, while the A-share humanoid robot sector rose more than 4%. The report also noted that the humanoid robot industry is still in the early commercialization stage: in the first half of 2026, China's output exceeded 40,000 units, with the full-year figure expected to exceed 100,000 units, and global shipments remain at the hundred-thousand scale, so the actual performance boost to the storage industry is not yet significant; this direction is also still in the technology exploration stage. This market reaction is more of a catalyst at the expectations level.
Report timeline
- How Much Memory Will Humanoid Robots Really Consume: From Musk's One-Liner to the Memory Capacity Ledger
Memory demand for humanoid robots has become a hot topic, sparked by Musk's claim that humanoid robots' RAM needs will surpass those of every other computing device on Earth.
人形大讲堂 · 微信公众号 ·
- Musk Says Humanoid Robot Memory Demand Will Surpass All Scenarios, Global Memory Sector Moves
On October 27, Musk responded on X to Counterpoint's forecast for humanoid robot memory demand, saying robot RAM demand will surpass every other application scenario on Earth, driving Western Digital up 6.95% and Micron Technology up 2.77% in US stocks, while the A-share humanoid robot sector rose over 4% on October 28.
未来机器人网 · 微信公众号 ·
- Musk responds to Counterpoint humanoid robot DRAM forecast: robot memory demand will surpass all applications on Earth
On October 27, Musk responded on X to Counterpoint's report on humanoid robot DRAM demand, calling it an "absurd analysis" and judging that robots' demand for memory will surpass every other application on Earth. Counterpoint forecasts that per-unit DRAM capacity in humanoid robots will rise from the current 19GB to 39GB in 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030.
电子工程专辑 · 微信公众号 ·