Humanoid Robot DRAM Demand Could Grow 20x by 2030
Counterpoint forecasts humanoid robot DRAM demand will grow more than 20x by 2030, as average memory per robot rises from 19GB to 39GB.
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Counterpoint forecasts humanoid robot DRAM demand will grow more than 20x by 2030, as average memory per robot rises from 19GB to 39GB.
Texas Instruments reported first-quarter revenue of $4.83 billion, up 19% year-over-year, driven by 90% growth in its data center segment and 30% growth in industrial, sending shares to their best single-day gain since 2000.
Qualcomm CEO Cristiano Amon says robotics will become a major revenue stream by 2028, as the company positions its Dragonwing chip at the center of the physical AI market.