Micron Technology's CEO has highlighted the potential for humanoid robots to drive a significant increase in storage demand over the coming decades. According to the CEO, the memory requirements for humanoid robots could be approximately ten times greater than those of current L2+ autonomous vehicles. This surge in demand is anticipated to commence before the decade's end, as the value of on-device AI grows and device replacement demand is unleashed. Industry leaders, including TSMC's chairman and Elon Musk, are recognizing humanoid robots as a pivotal trend, suggesting that 'physical AI' could represent the next phase of AI development. Despite Apple's current challenges with its AI initiatives, breakthroughs in localized and edge AI are expected to contribute to the storage market's growth.