Memory Demand Register
Europe makes no DRAM memory chips. The robots, cars and machines built here run on memory that comes almost entirely from four companies in Korea, the United States and China. The European Memory Initiative works towards production in Europe, and starts with this register of what European companies need.
It takes about five minutes. Your figures stay confidential and nothing is binding.
How it works
A memory chip plant costs billions of euros and takes years to build. No one invests in one without knowing who will buy its output.
In Europe nobody knows. Demand is spread over many companies, and each one buys too little to be noticed. On its own, such a company has little say over price, allocation or delivery time.
The register adds that demand up. The totals go to the parties who decide whether production in Europe is viable: technology partners, investors and the EU Industrial Alliance.
1. Companies register
Products per year and memory per product.
2. Demand is added up
Individual figures stay confidential.
3. Totals are shared
Per memory type and year.
Example figures for 2030
Why it matters
DRAM is the working memory in almost every electronic product. Four companies earn 97% of global DRAM revenue: Samsung and SK hynix from Korea, Micron from the United States and CXMT from China.1 No DRAM is produced in Europe. Qimonda, a German DRAM producer with its plant in Dresden, went into insolvency in 2009.2
Robots that run artificial intelligence on board need large amounts of memory. Use of DRAM in humanoid robots is forecast to grow about twentyfold between 2026 and 2030.5 European manufacturers of robots, vehicles and industrial equipment buy that memory from the same four suppliers.
Supply is under pressure. Capacity is being moved to data centres for artificial intelligence. TrendForce estimated that contract prices of mobile DRAM rose by about 90% in the first quarter of 2026 and by a further 70 to 83% in the second.3 DDR4 and LPDDR4, still used in industrial products, are being phased out.4
Without production in Europe, European manufacturers depend on supply and allocation decisions made elsewhere. For a company developing a new product, memory that arrives late delays every next version.
Global DRAM revenue by company
Share of revenue, second quarter of 2026
Source: Counterpoint Research.1
Plan
| Phase | Objective | Description |
|---|---|---|
| Current | Map demand | Establish which European companies need which memory and in what volumes, now and in 2030. |
| Next | Secure commitments | Convert registered demand into non-binding letters of intent. |
| Then | Technology and team | Engage a technology partner and specialists with experience in starting up DRAM production. |
| Objective | Production in Europe | Memory chip production in Europe, sized to committed demand. Not before 2030. |
The initiative is joining the Supply Chain working group of the EU Industrial Alliance on Processors and Semiconductor Technologies. It is independent and is not run, funded or endorsed by the European Union.
Register
Registration takes about five minutes and creates no obligation. Estimates are fine. Choose “Not sure” where you do not know a figure.
The form asks what you need now and what you expect to need in 2030, because production in Europe would not start before then.
Only totals across all participants are published. Your company name and your figures are not shared without your written consent. A non-disclosure agreement is available on request.
You will receive a personal reply within one week.
Design draft: this form does not send anything yet.
Questions
What does registering give my company?
Your demand is counted in the totals presented to technology partners, investors and the EU Industrial Alliance. You are kept informed of the results and of the next steps. Registration is free and creates no obligation.
We buy small volumes. Is that useful?
Yes. The register exists because demand in Europe is spread over many companies with small volumes. Every registration counts, including fewer than 1,000 products a year.
Is a memory chip plant planned?
Production in Europe is the long-term objective. It would not start before 2030, and it requires committed buyers, a technology partner and an experienced team. The register is the first step because the other steps depend on it.
Which memory types does the initiative aim at?
That follows from the register. Newer types such as LPDDR6, current types such as LPDDR5 and DDR5, and older types such as LPDDR4 and DDR4 can all be registered. The totals for 2030 show where European demand will be largest.
Is this an EU project?
No. The initiative was started by Boo Robotics, a Dutch company that develops a consumer robot. It is joining the EU Industrial Alliance on Processors and Semiconductor Technologies, which is open to companies, and is not run, funded or endorsed by the European Union.
How are my figures used?
They are added to totals per memory type and year. Your company name and your figures are not published or passed on without your written consent. Your data is deleted on request.
Is a letter of intent binding?
No. It states a volume a company would consider buying under suitable conditions.
Can I invest?
The initiative is not raising funds. Investors can register to receive updates on later phases.
Sources
- Counterpoint Research, Global DRAM and HBM market share, Q2 2026, by revenue.
- MERICS, China poised to gain as global memory makers pivot to AI chips, 2026; IEEE Spectrum, Germany’s DRAM bailout hits a snag as Qimonda goes bankrupt, 2009.
- TrendForce, Mobile DRAM contract prices continue rising in 2Q26, May 2026; Evertiq, memory price projections for Q1 2026, reporting TrendForce.
- Astute Group, End of DDR4 nears.
- Herald Business, citing Counterpoint Research, forecast of DRAM demand in robots.