What the DRAM chip shortage really means for OEM strategy in 2026

Automotive procurement and planning leaders face a growing concern in 2026: A structural tightening in the supply of DRAM chips that underpin modern vehicle electronics. DRAM suppliers are reallocating capacity toward AI data‑center applications, where memory‑intensive GPUs are absorbing a disproportionate share of manufacturing resources. The impact for automakers is higher prices and tighter availability, particularly for older generations of automotive‑grade DRAM. In this episode of Fuel for Thought, we're sharing a clip from our recent webinar with Automotive News on how OEMs can navigate this landscape over the next several years. Speakers:  Jeremie Bouchaud, Executive Director, Supply Chain and Technology, S&P Global Mobility Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)