The DRAM Squeeze: What AI Data Centers Are Doing to Automotive Chip Supply

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  […]

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