The supply chain prices the humanoid: Micron's 200 GB forecast
From the Robots digest for 2026-10-01
Micron expects humanoid robots to need 200GB+ of DRAM and several TB of storage per robot — and says the memory shortage lasts through 2028. Follows the Sep 30 public-markets note (">200GB DRAM per humanoid — the supply chain pricing our beat"); the new bit is the duration claim. If component constraints last through 2028, they outlast most dated deployment promises in every thread this file tracks.
Link: feed story 6352