Memory was never supposed to be the fragile link in the automotive bill of materials. In 2026, it is, and the cause has nothing to do with the usual culprits. Automakers spent the last four years rebuilding their playbook around the 2021 chip shortage: diversify microcontroller suppliers, qualify second sources, hold more safety stock. None […]
As we move into 2026, the data center landscape is no longer just evolving. It’s being completely rebuilt around artificial intelligence (AI). This shift represents not only a surging growth in demand, but also a fundamental change in the types of parts and components required to keep the world’s AI factories running. Two areas stand out as the primary beneficiaries of this AI boom: High speed […]
