Since 2026, the continuous iteration of smart car computing power has led to an explosion in storage demand. Combined with the production capacity of major global storage companies, the contradiction between supply and demand for automotive-grade memory chips has become prominent, and it has become a prominent cost and insurance risk point in the automotive supply chain. Affected by the sharp rise in prices and the lengthening of delivery cycles, on the one hand, domestic car companies hedge against external risks through long-term cooperation price locking and self-developed chips, and on the other hand, accelerate the verification and targeted introduction of domestic storage products. A round of supply chain restructuring, driven by market supply and demand, is driving domestic vehicle standard storage to usher in a critical window for large-scale vehicle launch.

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