Leading the way in memory prices surge, pressure on the rise, the automotive industry supply chain faces a major test of cost and self-upgrade.

"Everyone should buy a car earlier." This reminder from Li Bin, the founder of NIO, reflects the increasing cost anxiety in the automotive industry. As early as the end of December 2025, Zhao Fei, the president of Changan Automobile, expressed specific concerns in an interview with reporters: "The risk of battery price increase is controllable, but various chips such as storage and intelligent computing may encounter 'black swan events'." At the beginning of 2026, the automotive industry is facing a "price increase siege" from the upstream supply chain - memory chip shortages hitting record highs, intense competition for metals such as copper and silver, combined with the continued uncertainty in chip supply, cost pressures are being transmitted layer by layer along the supply chain. This storm not only tests the profitability resilience of automobile companies, but also deeply influences the supply chain layout and competitive rules in the automotive industry in the future.