Analysts warn AI-driven DRAM demand could raise auto costs and risk shortages, impacting EVs, ADAS tech and vehicle production.
Automotive industry analysts are forecasting that another microchip shortage could hit in the coming months, which could increase risks for production halts as costs skyrocket.
Ford says memory costs are rising as Samsung, SK Hynix and Micron Technology chase AI demand. More DRAM/NAND in cars could mean higher 2026 prices, longer waits, or feature deletions.
Ford's CFO says it's "seeing pressure on pricing" as a result of the global memory shortage that's impacting all kinds of products.
5don MSN
AI data center demand may cause a new chip shortage that will affect auto manufacturing again
I'd better get that Xbox memory upgrade before it's too late.
As AI data centers devour more memory chips, automakers face rising prices and tighter supply, raising fresh fears of another ...
Automakers are entering a new phase of uncertainty as they deal with affordability issues and slowing consumer demand.
Dutch delegates will travel to Beijing next week in an effort to curb Nexperia issues. The Dutch Ministry of Economic Affairs is sending the delegation to China in response to a request from the ...
CHICAGO, IL — Ford temporarily stopped manufacturing its top-selling F-150 pickup trucks this week due to the ongoing semiconductor chip shortage. Last month, across the automotive industry, ...
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