Micron: memory prices to stay high even without AI boom

Hopes that a possible bursting of the "AI bubble" would bring affordable memory prices may not materialize. One of the world’s largest chipmakers, Micron, believes that even if demand from AI data centers falls, rapid growth in humanoid robot manufacturing will keep DRAM prices elevated through at least 2027 and beyond, reports dev.ua.

Why prices won’t fall with the AI boom

The memory market has long been under pressure from surging AI-driven demand. Data centers training large language models consume massive amounts of DRAM. However, as Micron notes, even if that demand wanes, a new driver will emerge — robotics.

Humanoid robots require significant memory to process sensor data, navigate, and make real-time decisions. This creates a steady, long-term demand that, in Micron’s view, could offset any decline in the AI segment.

What this means for business

For small businesses planning to upgrade computer equipment or purchase servers, this is a signal: don’t delay purchases in anticipation of price drops. Micron’s forecast suggests memory costs will remain high for at least two years, impacting overall equipment costs.

Meanwhile, firms in robotics or planning process automation should factor in intensifying competition for components, which could affect lead times and final costs of robotic solutions.

Bottom line

Micron’s outlook dashes hopes for quick memory price relief. Businesses should budget for current high DRAM prices through at least 2027 and account for the growing robotics demand that will sustain the market even if the AI sector cools.

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