Counterpoint Research
What changed, and what is the evidence.
ComputeHumanoidsFactoryBatteryDeploymentsFleetFundingOptimusPhysical AI
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
Related topics
Timeline
What changed, and what is the evidence.
Oct 18, 2026 · Post · posted
| Headline |
|---|
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… |
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%… |
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design.… |