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Samsung and Hyundai Motor Group are taking their partnership beyond car parts and into humanoid robots, as memory demand from robots is forecast to soar.
About 170 executives from both groups are gathering on November 9 at Samsung’s training center in Yongin for the first-ever top-level exchange between the two conglomerates. The event is hosted by Vice Chairman Jun Young-hyun, head of Samsung’s chip division, and Hyundai Motor Group Vice Chairman Chang Jae-hoon. Counterpoint Research expects humanoid robot DRAM demand to reach 172,000 terabits in 2030, 20 times this year’s level, while Hyundai plans to mass-produce 30,000 Atlas robots a year in the U.S. in 2028. The ties now span memory for Atlas, Samsung SDI batteries for the Genesis GV90 and Atlas, Samsung’s 8-nanometer MRAM slated for mass production this year, and Hyundai’s in-house 8-nanometer-class self-driving chip, which Samsung’s foundry is reportedly set to produce. Also in this episode: China won five of the seven LNG carrier orders placed worldwide in October, bringing its share this year to 42.1%.

Sources:

Samsung to Supply Memory for Atlas as Hyundai Alliance Grows into Self-Driving and Next-Generation Chips — Seoul Economic Daily, November 9, 2026
Even in LNG Carriers, K-Shipbuilding’s Stronghold, China Overtakes Korea in Monthly Orders — Seoul Economic Daily, November 9, 2026

About AI PRISM:
AI PRISM is Seoul Economic Daily’s WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.

Tags:
#Samsung #HyundaiMotorGroup #HumanoidRobots #Atlas #DRAM #MRAM #Semiconductors #LNGCarriers #Shipbuilding #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA

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00:11다음 영상에서 만나요!
00:32Now they're reaching into humanoid robots and autonomous driving.
00:37Here's what the numbers show.
00:40172,000 terabits is CounterPoint Research's 2030 forecast for humanoid robot DRAM demand, 20 times this year's level.
00:50Hyundai plans to mass produce 30,000 Atlas robots a year in the U.S. in 2028.
00:56Samsung aims to mass produce the industry's first 8 nanometer MRAM this year.
01:03Separately, China won 5 of October 7 global LNG carrier orders for a 42.1% share this year.
01:12So, what does this mean for supply chain managers?
01:16Earlier, we said memory demand for humanoids is set to jump 20-fold.
01:21Here's what that actually means for you.
01:24Advanced memory is scarce.
01:26And Hyundai is moving early to secure Samsung supply.
01:30Watch for a formal Atlas memory deal.
01:33Watch Samsung's MRAM mass production this year.
01:36And watch whether China keeps winning LNG carrier orders.
01:40That's today's AI Prism Industry Daily.
01:43This episode was produced with AI Assistants, based on Seoul Economic Daily Reporting, and reviewed by a human editor.
01:51AI Prism is a one IFRA award-winning series.
01:54We'll be back tomorrow.
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01:56AI Prismpload
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