AutoTechInsight
Navigating the upcoming automotive DRAM chip shortage
As we are just exiting the Nexperia crisis, a potentially more disruptive shortage of DRAM memory chips is on the horizon, expected to impact the automotive industry from Q1 2026. This webinar explores the origins of the shortage driven by soaring demand for High Bandwidth Memory (HBM) in data centers, assesses industry exposure across vehicle segments and regions, and discusses possible solutions along with their limitations.
The slides cover the key themes discussed in the webinar session, including an overview of the looming DRAM crisis and the root causes behind emerging automotive DRAM supply constraints. They outline the industry’s exposure across segments, the absence of clear mitigation pathways, and the structural factors limiting resolution. The deck concludes with a comparison of the 2026 DRAM supply crunch against the 2021 analog/MCU shortage and the 2025 Nexperia crisis.
