Electric two-wheeler makers brace for raw material price hikes, AI infra pressure
· Source: economictimes.com
In short
Electric two-wheeler manufacturers in India face significant margin pressure and potential price hikes due to soaring raw material costs and supply chain disruptions exacerbated by geopolitical tensions. Competition with AI infrastructure players for critical components like lithium-ion cells and memory chips is further constraining supply chains and driving up costs across the industry.
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In the issue of week 20, 2026: AI-Powered Automation and Control Towers Drive Supply Chain Transformation
Tags: EV manufacturing, supply chain, raw materials, AI infrastructure, logistics, commodity prices