Counterpoint: humanoid robot DRAM demand could grow 20× by 2030
From the Robots digest for 2026-10-12
What happened: Counterpoint Research forecasts humanoid robot DRAM demand will grow more than 20× by 2030, as average memory per robot rises from 19GB to 39GB (RobotsBeat, published October 12, 2026, ~5:17 AM ET).
What's genuinely new: Quantified, sourced numbers for the robot-memory layer — a named multiplier plus a per-robot DRAM progression (19GB→39GB). This converts the previous window's unfocused adjacency ( Sammyfans, October 11, 2026: AI robots could open "a new DRAM market" for Samsung Electronics and SK Hynix — filed as worth a thread only if robot-memory demand recurred with sourcing) into a sourced, recurring claim. It also sits beside Micron's October 1, 2026 supply-side claim in the public-markets record — humanoids needing 200GB+ DRAM with the memory shortage lasting through 2028 — a notably higher per-robot figure than Counterpoint's 39GB average; the two forecasts have not reconciled in capture.
Watch: Which robot makers' BOMs support the 39GB average vs Micron's 200GB+ forecast (different horizons or different robots?), whether Samsung or SK Hynix name robotics in memory guidance, and whether the 20× figure gets an intermediate milestone that can be checked against the 2030 shipment forecasts (IFR 1.2M, Goldman 6.5M-by-2035) it implicitly prices.
Links: RobotsBeat, Sammyfans