AICarScoopsabout 2 hours ago
AI Boom Triggers New Chip Crunch for Carmakers
3 min read
A second global chip shortage, driven by AI companies building data centers, is hitting the auto industry. DRAM spot prices jumped roughly 450 percent between September 2025 and January 2026. Ford and General Motors increased 2026 procurement forecasts by several hundred million dollars. Samsung, Micron, and SK Hynix supply nearly 90 percent of global DRAM.
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