Humanoid Robot Market Bulletin - Jun. 18, 2026

Last Modified

2026-06-18

Update Frequency

Biweekly

Format

PDF

Huang backs Korea robotics as memory and manufacturing strengths align with the K-Humanoid Alliance, advancing Physical AI while edge computing and AI chip gaps remain to be closed.

Key Highlights

National Team: K-Humanoid Alliance unites makers, batteries, and academia.
Three Strategies: Samsung integrates, Hyundai deploys, LG targets home.
Memory Strength: Leading HBM and electronics base anchor Physical AI ecosystem.
Tech Gap: HBM unfit onboard; LPDDR5X and PIM lead edge solutions.
Future Task: AI inference chips and robot SoCs remain key shortfalls.

Market Update

Jensen Huang Is Bullish on South Korea's Robotics Industry: Leveraging Memory Dominance for Physical AI Competitiveness
- Public-Private Synergy: Building South Korea's Humanoid Robot "National Team"
- Unrivaled Memory Advantages: Jensen Huang Highlights South Korea as a Vital Partner in the Physical AI Era