Since 2026, the iterative advancement of computing power in intelligent vehicles has driven explosive growth in storage demand. Coupled with global storage giants shifting capacity toward AI-related businesses, the supply-demand conflict in automotive-grade storage chips has become increasingly prominent, emerging as a significant cost and supply security risk in the automotive supply chain. Sharp price increases and extended delivery cycles have prompted domestic automakers to hedge risks through long-term agreement price locking and in-house chip development, while accelerating the validation and design-in of domestic storage products. This supply-demand-driven supply chain restructuring is pushing domestic automotive-grade storage into a critical window for large-scale adoption.