Artificial intelligence has been widely adopted across multiple sectors, with applications ranging from productivity tools to more unconventional uses – such as a BMW owner using ChatGPT to generate a custom performance tune.
While the technology is primarily leveraged to streamline workflows and improve efficiency, a report from S&P Global suggests that broader adoption could disrupt automotive production, echoing the pandemic-era supply chain shock.
The report stated that a dynamic random-access memory (DRAM) shortage could emerge in 2026. DRAM serves as the primary working memory for computing systems and is especially critical for AI data centers. The concern is that chipmakers may prioritize higher-margin customers over automakers, potentially triggering another disruption across the automotive supply chain.
