Jin Rong Jie·2026-01-06 06:13Core Viewpoint - The founder, chairman, and CEO of NIO, Li Bin, stated that rising memory prices will be the biggest cost pressure facing the automotive industry in 2026, driven by competition for memory resources among the automotive, AI, data center, and mobile phone industries [1] Group 1: Cost Pressures - The automotive industry's increasing reliance on memory for smart driving systems is making fluctuations in raw material and memory prices a key factor affecting overall industry costs [1] - Currently, the cost pressure from rising memory prices has not fully translated to end sales prices and remains within the company's tolerance [1] Group 2: Market Trends - The global memory market is experiencing a significant price increase cycle, with DRAM prices rising rapidly since the second half of 2025, with most categories seeing price increases exceeding 100% [1] - Market research indicates that the prices of DDR4 and DDR5 memory have surged 2 to 3 times within the year [1] - The upward price trend is expected to continue into 2026, with reports of stockpiling by traders and financial entities in specific markets like server memory, further intensifying supply tightness expectations [1]