From BigGo Finance · BigGo Finance · · 1m
Humanoid Robot DRAM Demand to Grow 20-Fold by 2030
Samsung and SK Hynix see new DRAM market from humanoid robots by 2030.
In brief
Samsung and SK Hynix see new DRAM market from humanoid robots by 2030. Humanoid robot DRAM demand will grow 20-fold by 2030, requiring Samsung and SK Hynix to expand beyond HBM. Originally reported by BigGo Finance.
DRAM Demand for Humanoid Robots
DRAM demand for humanoid robots is projected to grow more than 20-fold by 2030.
Current DRAM Capacity
Average DRAM capacity per robot is expected to more than double from 19gb to 39gb by 2030.
Key Drivers of Demand
End-to-end AI models and world models drive memory demand growth for humanoid robots.
Battery-Powered Constraints
Low-power LPDDR and high-capacity NAND are expected to anchor robot memory demand.
Samsung and SK Hynix Opportunity
Samsung and SK Hynix have new market beyond HBM with compute semiconductor demand growth.
Market Uncertainty
Mass production costs and regulatory environments could affect robot market demand projections.
What to remember
Humanoid robot DRAM demand will grow 20-fold by 2030, requiring Samsung and SK Hynix to expand beyond HBM.
