AI Boom Causes Shortages of Auto Chips and Circuit Boards

AI Boom Is Devouring Auto Chips Shortages of Memory Chips and Printed Circuit Boards

2026-11-04 From Sven Prawitz | Translated by AI 3 min Reading Time

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The AI boom is causing a shortage of older memory chips and printed circuit boards. Berylls by AlixPartners expects automakers and suppliers to face supply pressures through 2028.

Memory chips and printed circuit boards are becoming scarce in the automotive industry. According to a study by Berylls, both prices and delivery times have increased significantly.(Source: KI-generiert) — Memory chips and printed circuit boards are becoming scarce in the automotive industry. According to a study by Berylls, both prices and delivery times have increased significantly.
(Source: KI-generiert)

The auto industry is heading toward a dual shortage of electronics. That is the finding of an analysis by the strategy consulting firm Berylls. Unlike in 2021, the analysis indicates that there is a shortage in two critical areas simultaneously: older memory chips and printed circuit boards. The AI boom is the trigger for both, write the study’s authors, led by Christian Grimmelt. In its baseline scenario, Berylls expects supply pressures to persist through 2027 and into 2028.

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