Counterpoint expects humanoid DRAM demand to grow about 20x by 2030, naming robots as the next memory market after HBM (report)

What happened

Counterpoint Research said on the 11th that it expects DRAM demand across the humanoid industry to grow nearly 20-fold, from 8,300 Tb (terabits) this year to about 172,000 Tb in 2030. It expects demand to be driven by robot "brains" that process sensor data from cameras, lidar, and other sources. The analysis suggests robots could become a new source of memory demand for Samsung Electronics and SK hynix, following HBM demand from AI data centers.

Provider claims

The demand figures are Counterpoint Research's market forecasts.

Why it matters

Physical AI is being named as the next source of memory demand after data centers, which ties into the medium- to long-term demand outlook for Korea's memory industry.

Sources

• Press "로봇 D램 수요, 2030년까지 20배 증가" Electronic Times (Korea)

More about Counterpoint Research

• 2026-10-09 P2 Infrastructure Unconfirmed Efficiency & infra Counterpoint ResearchNVIDIASamsung ElectronicsSK hynix
  Counterpoint says 12-high stacks will dominate HBM4 for NVIDIA's Vera Rubin, pushing back on 'lower stack' concerns (report)

  Market research firm Counterpoint Research estimated on October 9 that 12-high products will make up most of the HBM4 used in NVIDIA's...