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Total demand is projected to reach 172,000 terabits by 2030, while average DRAM capacity per robot rises to 39 gigabytes.
Global DRAM demand for humanoid robots is projected to increase more than 20-fold by 2030 as robot deployments expand and memory capacity per unit doubles, potentially opening a new growth market for Samsung Electronics and SK Hynix beyond high-bandwidth memory (HBM) used in AI data centers.