Tesla and BYD at Risk of Chip Shortage as Demand from Data Centers Grows
DATA AND AI INFRASTRUCTURE
A report from Wells Fargo indicates that Tesla and BYD may face challenges in sourcing sufficient DRAM chips for their electric vehicles due to semiconductor companies prioritizing large data center clients. This potential shortage could impact EV production as DRAM chips are crucial for various vehicle functions.
Jan 23, 2026, 4:21 PM
