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Medium2026-10-14Short term · Leans positiveLonger term · Leans positive

Robots After HBM? Samsung and SK hynix Eye New AI Chip Demand

Reports suggest that robots could become a new source of demand for AI chips after HBM, with Samsung and SK hynix paying attention to this trend. DRAM demand from humanoid robots is expected to grow 20-fold by 2030, offering new growth opportunities for memory chips. If realized, this would benefit SK hynix's long-term performance and stock price.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 데일리팝 · 10-14 10:38 KST
    Robots After HBM? Samsung and SK hynix Eye New AI Chip Demand

    The industry is eyeing robots as the next AI chip demand driver after HBM, with Samsung and SK hynix actively positioning. If the robot market scales up, it could open a new growth curve for memory chips, positive for long-term share prices.

Robots After HBM? Samsung and SK hynix Eye New AI Chip Demand · Hynix Board