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'

Micron's CEO predicts that cars will require over 300GB of RAM as vehicles with L4 autonomy become more prevalent. The company's strong earnings report reflects the high demand for memory chips, driven by AI infrastructure needs. Micron plans to expand production to meet this demand, with new fabs coming online in the next few years. As self-driving cars become more common, the demand for high-speed memory in automotive applications is expected to rise significantly, potentially leading to shortages if not enough capacity is available.