← Back

Wire · market

AI Robots could open a new DRAM market for Samsung and SK Hynix

Published

12 October 2026

Topic

market

◆ Sectors

SemiconductorsRoboticsAI Infrastructure

◆ Geography

South Korea

◆ Source

Read at sammyfans.com →

◆ Verified

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.

◆ Coverage

1 source · 12 Oct 2026

◆ Related on Wire

◆ Topics

SemiconductorsRoboticsAI Infrastructuredramroboticsmemory-demandsemiconductorsai-hardware