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in postLONG
“Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next.”
@aleabitoreddit · Serenity
TSMC as the world's dominant chip foundry benefits from every layer of the physical AI buildout, with its Chairman cited as a fellow believer in humanoid robots as the next major technology wave.
TSMLONG@ $440.90
$394.98-10.41%
since call Jun 25
“Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next.”
@aleabitoreddit · Serenity
Tesla's Optimus humanoid robot program makes it a primary consumer of the coming memory demand wave, with Elon Musk among the industry leaders converging on physical AI as the next major trend.
TSLALONG@ $380.87
$313.91-17.58%
since call Jun 25
peak +7.1%
in postLONG
“Humanoid robots, he says, will require roughly ten times more memory than today's Level 2+ autonomous vehicles.”
@aleabitoreddit · Serenity
Micron's CEO forecasts a multi-decade memory surge from humanoid robots needing 10x more memory than cars, just as Q3 results crushed estimates by 346% YoY.
MULONG@ $1,241.14
$810.64-34.69%
since call Jun 25
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