What’s Next for Automotive Memory? Why AI Demand Is Changing the Industry

As demand for memory in AI servers continues to grow, suppliers are shifting focus. This is creating new challenges for the automotive industry. Longer lead times, tighter supply, and shifting product strategies are forcing automakers and suppliers to rethink how they plan and design systems, raising the risk of component shortages and costly redesigns.

In this episode of Inside Electronics, host Alix Palture sits down with Jun Kawaguchi of Winbond who breaks down both the challenges and opportunities and how these market dynamics are impacting automotive memory as suppliers prioritize higher-value segments and reshape capacity across the semiconductor industry.

This conversation also explores new memory demand for higher density and performance as vehicles evolve from L2 to L2+ and higher segments from L3 to L3+, as well as the emergence of ADAS in 2-wheeled products like scooters.