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<p>On October 30, 2025, NVIDIA CEO Jensen Huang met with the chairmen of Samsung and Hyundai Motor in Seoul, hinting at memory chip supply issues. The global automotive industry is transforming into a smart computing platform, leading to a surge in demand for memory chips. Li Auto Vice President Meng Qingpeng warned that the automotive industry will face a storage chip supply crisis in 2026, with the fulfillment rate possibly falling below 50%. The storage capacity of smart vehicles will advance to the TB level, and market demand is rapidly upgrading</p>

- On October 30, 2025, Nvidia's CEO Jensen Huang dined with Samsung's chairman Lee Jae-Yong and Hyundai's chairman Chung Eui-sun in Seoul, highlighting the growing demand for memory chips driven by AI and automotive industries.  
- The automotive sector is facing a potential storage chip supply crisis, with predictions that supply may fall below 50% in 2026 due to the explosive demand from AI servers, which require significantly more memory than traditional servers.  
- As a result, automakers may experience increased costs and potential delivery delays, particularly for high-end models, as they compete for limited memory resources against tech giants.

Cars also need to compete for memory chips