Topic

Supply chain

Dashboard of a Chevrolet with a large center touchscreen running Google built-in navigation

Industry

Micron says memory supply will get tighter as automakers pay more for chips

Micron's automotive and embedded revenue jumped 47% in a quarter on higher prices, after GM and Ford signed long-term supply deals and GM flagged rising DRAM costs.

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Feature

Tariffs and a China tech rule are pulling more vehicle production into the U.S.

Ford will move Lincoln output from China, Hyundai is shifting Tucson hybrid assembly to Alabama, and Polestar can't sell 2027 models in the U.S.