AI demand squeezes automotive memory, pushing automakers to take control of chip supply

DIGITIMESOctober 27, 2026en

Expanding investment in AI data centers is putting pressure on memory supply and demand across the automotive industry. As semiconductor companies prioritize high-bandwidth memory (HBM) and server products, automotive memory faces rising prices and tighter supplies, making automakers' direct procurement, long-term partnerships, and in-house chip design increasingly strategic.

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