The Last Byte: The DRAM Shortage Auto Industry Never Saw Coming

AI and data-center demand is tightening the global DRAM supply, leaving automakers short on memory chips.

Chipmakers are prioritizing higher-margin AI products like HBM, while older DRAM generations used in cars are being phased out.

Because Samsung, SK Hynix, and Micron dominate supply, the shortage is spreading across the auto industry.

The squeeze could delay vehicle production and raise risks for electronics that power ADAS, infotainment, and connectivity.