“Total DRAM demand for the humanoid robot industry will surge more than 20-fold, from about 8,300 terabits in 2026 to roughly 172,000 terabits in 2030, as average DRAM capacity per humanoid robot more than doubles from 19GB to 39GB.”
Said Oct 11, 2026Deadline Dec 31, 2030Korea JoongAng Daily, "Humanoid robots eyed as next driver of memory chip demand," October 12, 2026 (Counterpoint Research forecast released October 11, 2026)
Deadline is 2030; the forecast rests on humanoid shipments scaling to roughly 500,000 units by 2030 (a figure attributed to Smart Analytics Global, not Counterpoint) and per-robot DRAM doubling to 39GB.