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Samsung, SK Hynix stand to benefit as humanoid robot DRAM demand is forecast to jump 20-fold by 2030
What happened
Global DRAM demand for humanoid robots is projected to increase more than 20-fold by 2030 as robot deployments expand and memory capacity per unit doubles, potentially opening a new growth market for Samsung Electronics and SK Hynix beyond the high-bandwidth memory (HBM) used in AI data centers. This is a demand forecast, not an achieved result.
Impact and signal
Low impactImpact score: 0/100
Affected components and suppliers
Source and time
Source: DigiTimes Asia · 10/14/2026 · View original source
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