GM warns that the ongoing memory shortage could cost the company billions.
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.
US, Japan firms scramble for supply as chipmakers focus on artificial intelligence
The impact of the memory chip shortage is going beyond computers and consumer electronics.