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The Day General Automotive Supply Collapsed - GM Stuns Micron
What Happened on the Day Supply Collapsed Yes, securing a high-capacity memory-chip supply is the decisive factor for lag-free electric power-trains versus race-condition CPU bottlenecks. In Q3 2026, General Motors announced a surprise strategic agreement that re-routed more than half of Micron’s automotive memory allocation, leaving other OEMs scrambling.