China's Rapid Progress in Humanoid Robotics Expected to Boost Demand for AI Chips

China's advancements in humanoid robotics are creating significant economic opportunities, particularly for South Korean DRAM memory chipmakers like Samsung Electronics and SK Hynix, as demand for AI-equipped humanoid robot 'brains' is projected to grow more than 20-fold by 2030. Chinese companies are establishing a substantial presence in the field, with over 140 firms researching and developing humanoid robots in 2025. This growth is expected to drive demand for high-end chips, sensors, and other electronic components, fostering both competition and collaboration in the supply chain between China and South Korea.