Market Supply and Demand Forces Domestic Automotive-Grade Memory into a Critical Scaling Window

Since 2026, continuous iteration in intelligent automotive computing power has driven an explosion in memory demand. Compounded by global memory giants shifting capacity toward AI business, the supply-demand imbalance for automotive-grade memory chips has become prominent, emerging as a significant cost and supply security risk point in the automotive supply chain. Affected by sharp price hikes and extended delivery cycles, domestic automakers are mitigating external risks through long-term agreements to lock prices and developing their own chips, while simultaneously accelerating the verification and qualification of domestic memory products. This market-driven supply-demand adjustment is pushing for a structural reshaping of the supply chain, ushering in a key window period for domestic automotive-grade memory to achieve mass adoption.