Forecast: Humanoid Robots to Drive 20x Memory Demand by 2030
AI summary
A recent forecast cited by cnBeta projects that memory demand from humanoid robots will surge 20-fold by 2030. The report says humanoid robots could become the next growth driver for Samsung Electronics and SK Hynix, after AI servers and consumer electronics, with the memory industry actively positioning itself. The report does not name the forecasting organization or explain the baseline and methodology behind the figure.
In-depth insight
If the projection holds, humanoid robots could become a new source of memory-chip demand, shaping storage makers' capacity and investment plans.