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Aumovio CFO Says AI Demand Complicates Memory Chip Procurement

June 25, 2026 at 01:31 EDT

Infra & Chips
Manufacturing

Jutta Doenges, chief financial officer of German auto-parts maker Aumovio SE, has said that surging memory-chip demand driven by the AI boom is complicating the company's procurement talks for 2026, with suppliers unwilling to agree on the volumes or prices it needs.

June 24, 2026 · Aumovio SE

AI Memory Hunger Reaches the Car Factory

The CFO of German auto-parts maker Aumovio says surging AI demand is complicating its talks to buy memory chips for 2027 — multiple suppliers approached, yet none would agree on price.

2027

Memory chips being procured — specs & volume undisclosed

€18.55B

FY2025 adjusted revenue

€717M

FY2025 adjusted EBIT

The dual position

DRIVER of demand

Uses Dell AI Factory + NVIDIA to crunch petabyte-scale driving data for ADAS development.

⇄

VICTIM of demand

Needs memory for next-gen vehicle computing (ADAS & HPC) — but AI buyers win the same supply.

The supply tug-of-war — same memory, two buyers

AI / data centers

soaring HBM & DRAM appetite

Auto electronics

left fighting for the rest

Generative-AI demand for HBM and high-performance DRAM is squeezing automakers out of the same supply pool. (Relative illustration; exact volumes undisclosed.)

Negotiation status & response

Volume hard to secure — required quantity difficult to lock in for 2027.
No price agreement — multiple suppliers approached; none would commit on price.
Cost pass-through — part of rising raw material, energy & memory costs to be passed to customers with a 3–6 month lag.
Q1 2026 beat — profit expectations exceeded on cost cuts and an improved product mix.

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