[Domestic car-grade storage is ushering in the window period for large-scale launch] November 6th. Since 2026, the continuous iteration of smart car computing power has led to an explosion in storage demand, and the production capacity of global storage manufacturers has tilted towards AI business. The contradiction between the supply and demand of car-grade memory chips has become prominent, and it has become a prominent cost and supply risk point in the automotive supply chain. Affected by the sharp rise in prices and lengthened delivery cycles, domestic car companies have, on the one hand, hedged external risks through long-term price agreements and self-developed chips, and on the other hand, accelerated the verification and targeted introduction of domestic storage products. A round of supply chain structural adjustment forced by market supply and demand is pushing domestic car-grade storage to usher in a critical window period for large-scale production. (China Securities Journal)