Counterpoint
What changed, and what is the evidence.
ComputePolicyFccGpu
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-14 · ✍️ RoboterminalKorea Let 20 Humanoids Work Without a Fence. The Safety Standard for Them Isn't Written Yet.
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
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Timeline
What changed, and what is the evidence.
Oct 18, 2026 · Post · posted
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CHINA'S CXMT DRAM CAPACITY SEEN JUMPING 31% IN 2027, COULD NEARLY DOUBLE BY 2028 According to market research firms Counterpoint Research and TrendForce on the 18th, CXMT's monthly DRAM wafer production capacity is expected to expand from… |
China's biggest DRAM maker is printing money. CXMT expects about ¥131 billion in net profit for the first nine months of 2026. A year earlier it lost ¥5.3 billion. Quarterly revenue went from ¥6.1 billion in Q1 2025 to an estimated ¥115 to… |
According to Korean media, Microsoft, Google, Amazon and Meta are speeding up their in house AI chips. That could open up a SECOND group of HBM buyers beyond $NVDA. Microsoft's Maia 300 is expected to ship more than 1 MILLION units next… |
Counterpoint Research is forecasting DRAM demand from the humanoid robot industry to rise about 20x, from roughly 8,300 terabits this year to 172,000 terabits in 2030. DRAM capacity per humanoid robot to more than double, from 19 gigabytes… |
Every Robotaxi and Optimus bot needs memory to turn AI models into real-world action. As Tesla scales production, locking down that memory supply is becoming a critical pillar of its manufacturing strategy—and that’s precisely why Terafab… |
AGIBOT 9,700 humanoids shipped in H1 2026, according to Counterpoint Research. AGIBOT also announced that its 20,000th humanoid rolled off the production line on September 24. • Unitree: 7,000+ shipments in H1 2026, representing around 31%… |
CXMT took 10% of the global DRAM market in Q2, up from 4% a year earlier, per Counterpoint. Xiaomi's next flagship uses its mobile memory; Apple has been testing CXMT parts in iPhones and MacBooks, per WSJ. A fourth memory supplier is… |
Counterpoint puts CXMT at 10% of Q2 DRAM and HBM revenue, up from 8% in Q1 and 4% a year ago — fourth globally. Samsung 38%, SK Hynix 25%, Micron 24%. The market itself grew 57% quarter on quarter and 385% year on year. Share shifts inside… |
Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung gained 12 percentage points in a single… |
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Kate Park, TechCrunch (7:34 PM PDT, Aug 30, 2026): In July and August Washington tightened restrictions on foreign-made advanced robotic systems and imposed steep tariffs on imported drones and components. Drone tariffs take effect in… |
Post Log in Sign up Post ZeroBarkThirty(2) on X: "🚨 30,000 HUMANOIDS. NOT A DEMO. 🚨 H1 shipments up 300%. China ships almost all of them. Agibot and Unitree own the floor. The factory beat the lab. \#Humanoids \#Robotics" -… |