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AI Robots could open a new DRAM market for Samsung and SK Hynix
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Fusion42 · 12 October 2026 · Fusion42 review
Samsung Electronics and SK Hynix could see significant DRAM market growth driven by increasing memory demands from humanoid robots, with an expected more than 20-fold increase in DRAM demand by 2030 as robot shipments and memory per unit rise substantially.
This Wire brief sits within Fusion42's coverage of Semiconductors, Robotics and AI Infrastructure.
◆ ◆ The Wire takeaway
Robotics will become a major new source of DRAM demand beyond data centers. If you make memory or AI hardware, expect to pivot some strategy towards supporting robots' unique needs.
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1 source · 12 Oct 2026
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