AI memory shortage is now increasing the price of cars — GM warns of vast cost increases, BYD hikes driver assistance prices 20%

AI memory shortage is now increasing the price of cars — GM warns of vast cost increases, BYD hikes driver…

GM and BYD raise prices 0.3% and 20% respectively amid DRAM shortage—vehicles need 278GB memory by 2026 versus 90GB in 2023, with AI-autonomous systems requiring 300GB+. Exposes OEM vulnerability to specialized memory bottlenecks; cost pressures strain mass AI adoption and delivery schedules.