Tesla and BYD at Risk of Chip Shortage as Demand from Data Centers Grows
DATA AND AI INFRASTRUCTURE
A Wells Fargo report suggests that Tesla and BYD could encounter difficulties in obtaining DRAM chips for their electric vehicles, as semiconductor manufacturers are prioritizing demand from large data center clients. This potential shortage may adversely affect EV production, given the importance of DRAM chips for various vehicle functions.
Jan 23, 2026, 4:21 PM
