# Counterpoint Research

> Markdown twin of https://roboterminal.app/companies/counterpoint-research · https://roboterminal.app/companies/counterpoint-research.md

## On shared sources

- [Micron](https://roboterminal.app/companies/micron) (3)
- [CXMT](https://roboterminal.app/companies/cxmt) (1)
- [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1)
- [Smart Analytics Global](https://roboterminal.app/companies/smart-analytics-global) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)
- [TrendForce](https://roboterminal.app/companies/trendforce) (1)
- [UBTECH](https://roboterminal.app/companies/ubtech) (1)
- [Unitree](https://roboterminal.app/companies/unitree) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2111956743106253180)
  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 producti…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109362648886231157)
  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…
- [@tslaming on X](https://x.com/tslaming/status/2109206118039986540)
  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 str…
- [How Many Humanoid Robots Have Actually Been Sold in 2026? - Humanoid Analytics](https://x.com/HumanoidAn/status/2092885499556077961)
  Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easi…

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Source: Roboterminal · https://roboterminal.app/companies/counterpoint-research.md