人形机器人将成内存未来大客户!研究称五年内规模将增长约20倍

格隆汇
Oct 13
华尔街在近期的报告中指出,人工智能对内存的需求高峰预计在2027年第四季度出现。一份新的报告指出,在人工智能的需求高峰之后,人形机器人有望接棒,成为全球内存芯片的主要新需求来源。市场研究公司Counterpoint Research上周日发布的数据显示,用于人形机器人的DRAM市场规模预计将在五年内增长约20倍,从今年的8300太比特增长到2030年的172000太比特。研究指出,每个人形机器人预计需要数百GB的内存和存储容量,用于机器人的低功耗、高容量的DRAM有望成为全球内存制造新的收入来源。

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