Demand for DRAM from humanoid robots will grow twenty-fold by 2030, according to a forecast reported by BigGo Finance, opening a new memory market segment for Samsung Electronics and SK Hynix.

The projection puts humanoid robotics alongside artificial intelligence servers and automotive systems as a demand driver for the two Korean memory makers, which together dominate global DRAM output. A 20-fold increase within roughly five years would make humanoid robots one of the fastest-growing consumption categories in the memory industry.

What does the forecast mean for memory suppliers?

Samsung and SK Hynix currently supply DRAM built for AI data centers, smartphones and PCs. Humanoid robots require memory for onboard sensing, motor control and real-time decision processing, and the projected adoption curve through 2030 implies a new class of orders beyond existing segments.

For both suppliers, the forecast signals:

• A twenty-fold expansion in robotics-specific DRAM demand by 2030.
• A new customer base in robot manufacturers, complementing AI server and mobile buyers.
• Early positioning advantages for suppliers that qualify products for robotics platforms first.

Why does the timeline matter?

The 2030 horizon matches the scale-up window most robot developers and chipmakers have publicly targeted. If humanoid production volumes rise as anticipated, memory consumption per unit multiplies across fleets rather than individual devices.

Samsung and SK Hynix have not yet disclosed specific product lines dedicated to humanoid robotics, and the forecast does not break down bit volumes or revenue estimates. The BigGo Finance report frames the shift as an opening market rather than a realized one — a demand stream that suppliers can capture as robot production expands.

Who benefits first?

The two Korean manufacturers stand out because of their existing DRAM capacity and their track record ramping supply for AI-driven demand since 2023. A robotics segment large enough to move total DRAM consumption would give both companies incremental volume on top of data center contracts.

The forecast's central claim is simple: humanoid robots shift from a niche memory buyer to a measurable segment by 2030, and the suppliers positioned to serve that segment are Samsung and SK Hynix. Whether the twenty-fold figure holds depends on robot production volumes, which remain the industry's principal variable.