AIAutomotive Newsabout 5 hours ago
Auto industry losing memory chip battle to AI
5 min read
Automakers are competing with AI companies for DRAM memory chips, driving spot prices up 450 percent from September 2025 to January 2026. The shortage threatens the software-defined vehicle transition, as DRAM enables over-the-air updates, driver-assistance systems, and infotainment. Supply chain restructuring is underway.
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