Humanoid Robots Expected to Drive Memory Chip Demand Growth Post AI Peak
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- leaderobot.com
A recent report indicates that after the peak demand for memory chips driven by AI in Q4 2027, humanoid robots are set to become a significant new source of demand. According to Counterpoint Research, the DRAM market for humanoid robots is projected to grow approximately 20 times in five years, from 8,300 terabits in 2023 to 172,000 terabits by 2030.
This surge in demand is attributed to the increasing memory and storage requirements of humanoid robots, with each robot expected to require hundreds of gigabytes of memory. Counterpoint Research forecasts that the DRAM capacity for each robot will more than double from 19GB this year to 39GB by 2030, aligning with predictions from industry leaders like Micron Technology's CEO Sanjay Mehrotra.
As the humanoid robot industry expands, the memory sector is likely to evolve into a structurally growing industry. Analysts suggest that the demand for memory will correlate with the number of deployed robots, emphasizing the importance of low-power DRAM and high-capacity NAND flash in meeting these new requirements.
Original report
The Next Major Buyers of Memory Chips: Robots in Factories and Living Rooms
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