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LPDDR today, HBM tomorrow? #Micron sees HBM potential in future humanoids as increasingly sophisticated AI models drive bandwidth needs beyond what LP...
What happened
In a TrendForce post dated October 19, 2026, Micron sees potential for HBM in future humanoids, as increasingly sophisticated AI models drive bandwidth needs beyond what LPDDR can deliver. Micron sees future robots needing 200GB DRAM plus 4TB storage and is developing EIM for physical AI, with production reportedly expected in 2H28. These are forward-looking views and a development plan; the production timing is qualified as 'reportedly' and has not been realized.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Source and time
Source: TrendForce Official (Market Data) · 10/19/2026 · View original source
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