Mehrotra 认为人形机器人内存需求大幅提高，是因为需处理上百个传感器数据并本地运行大模型以实现毫秒级控制。
在他看来，这一差距源于人形机器人需要同时处理上百个传感器（视觉、触觉、力觉等）的数据，并在本地运行大模型以实现毫秒级实时控制，对容量、带宽和延迟提出极高要求。原文 (en)
In his view, the gap stems from the need for humanoid robots to process data from more than a hundred sensors — vision, touch, force and others — simultaneously and to run large models locally for millisecond-level real-time control, placing extremely high demands on capacity, bandwidth and latency.
Mehrotra 预计存储供应到2028年才会逐步改善，并称供需何时恢复平衡尚不明确。
CEO Sanjay Mehrotra 预计供应将在2028年逐步改善，但他也表示，供需何时重新平衡尚不明确。原文 (en)
CEO Sanjay Mehrotra expects supply to improve gradually in 2028, though he has said it is unclear when supply and demand will come back into balance.
Mehrotra 预计 2027 和 2028 年内存供需比 2026 年更紧张，NAND 两年都将供应受限。
美光 CEO Sanjay Mehrotra 表示，预计 2027 年和 2028 年的内存供需状况将比 2026 年更加紧张，并认为 NAND 在这两年都将保持供应受限。原文 (en)
Micron (MU) CEO Sanjay Mehrotra said he expects memory supply and demand conditions to be tighter in 2027 and 2028 than in 2026. He sees NAND staying supply constrained in both years.
Mehrotra表示2027和2028年存储供需将更加紧张，美光2027财年产出已有75%以上被锁定。
美光CEO Sanjay Mehrotra告诉投资者，2027和2028日历年的供需状况将比今年“紧张得多”。他说，美光2027财年计划产出的75%以上已被锁定，新的客户谈判现在集中在2028年的供货量上。原文 (en)
Micron CEO Sanjay Mehrotra told investors that supply-demand conditions will be "much tighter" in calendar 2027 and 2028 than they were this year. More than 75% of Micron's planned fiscal 2027 output is already committed, he said, with new customer conversations now centred on 2028 volumes.
Mehrotra告诉投资者，即使美光新增爱达荷和铜锣等产能，内存短缺仍将持续到2028年之后。
Mehrotra在表述这种紧缺会持续多久上比大多数同行走得更远：他对投资者表示，即便美光新增产能上线，内存短缺也将持续到2028年之后，其中包括预计2027年年中投产的爱达荷一号晶圆厂，以及目标在2027年末至2028年出产的台湾铜锣厂。原文 (en)
Mehrotra has gone further than most of his peers in saying how long this lasts: memory shortages, he told investors, will persist well beyond 2028 even as Micron brings new capacity online, including its Idaho One fab expected around mid-2027 and the Tongluo site in Taiwan targeting late 2027 into 2028 output.
Mehrotra称美光HBM产能在2026年前已售罄，并预计2027财年表现更强。
CEO Sanjay Mehrotra告诉分析师，HBM产能在2026年前已全部售罄，并预计2027财年会更强劲。原文 (en)
CEO Sanjay Mehrotra told analysts that HBM capacity is sold out through 2026 and that he expects fiscal 2027 to be even stronger.