Forecast sees humanoid robots lifting memory chip demand twentyfold by 2030
Analysts expect DRAM needs for humanoid robots to climb more than 20 times by 2030, according to Counterpoint Research cited in Korean press. Samsung and SK hynix are seen as likely beneficiaries.
By Standard Topic. AI-generated from the reporting listed under Coverage. Published . Updated .
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What happened
A Counterpoint Research forecast, reported by the Chosun Daily, projects that demand for DRAM chips used in humanoid robots will rise more than 20-fold by 2030. Coverage said AI complexity is driving memory needs and that robots are emerging as a growth driver for Samsung Electronics and SK hynix. Separate projections also pointed to substantial NAND flash growth for robotics.
Why it matters
Coverage also noted the trend adds to the companies' gains in high-bandwidth memory.
Timeline
- Oct 11, 11:34 AM ET: The Chosun Daily reported a Counterpoint Research forecast of a 20-fold rise in humanoid robot DRAM demand by 2030.
- Oct 11, 9:18 PM ET: Projections emerged that Samsung and SK hynix NAND profits could surge up to 40-fold.
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