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Chips down: Looming semiconductor shortage explained

Automakers face DRAM chip shortages and 70-100% price increases in 2026 as suppliers prioritize AI data-centre demand and phase out older chips, S&P Global reports.

Summary by The West Australian
Demand for advanced semiconductors by AI, and the phasing out of older computer chips, is mounting pressure – and costs – on the auto industry.

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Chips down: Looming semiconductor shortage explained

Demand for advanced semiconductors by AI, and the phasing out of older computer chips, is mounting pressure – and costs – on the auto industry.

·City of Perth, Australia
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Tärkeimmät talousuutiset | Kauppalehti…Tärkeimmät talousuutiset | Kauppalehti…

Semiconductor Market Is Heating up – Europe Is Lagging Behind

Investments in artificial intelligence are directing the semiconductor industry's capacity towards high-margin, high-end chips. At the same time, the availability of traditional memory chips is tightening, creating growing bottlenecks and costs for manufacturers of smartphones and the automotive industry, among others.

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CarExpert broke the news in on Thursday, February 12, 2026.
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