Rising demand from AI firms for critical semiconductor components like memory chips and circuit boards is threatening to divert supplies away from automakers, potentially disrupting vehicle production through 2028. The shift highlights automakers’ continued dependence on aging technology and supply chains heavily concentrated in Asia, raising concerns about long-term manufacturing stability. Analysts warn the competition could exacerbate existing shortages, forcing carmakers to adapt or risk production delays. The development underscores how the tech sector’s growth is reshaping global supply dynamics in unexpected ways.
Competition from AI companies for memory chips and circuit boards could disrupt vehicle production through 2028, AlixPartners says, exposing automakers’ reliance on legacy components and Asian ...
