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Micron predicts that cars will need 300GB of RAM — memory-laden vehicles could exacerbate shortages but create 'robust long-term growth in automotive memory demand'
What happened
Micron CEO forecasts L4 autonomous vehicles will require over 300GB of DRAM, creating robust long-term automotive memory demand. This projection was made alongside Micron's Q2 2026 earnings, which showed a 200% revenue surge driven by AI HBM demand and supply constraints. 关注: Long-term demand forecast for automotive DRAM may create future supply competition with AI/data center segments.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
demand-forecastautomotive
Source and time
Source: Tom's Hardware · 3/22/2026 · View original source
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