China Passenger Car Association
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- CPCA links AI memory squeeze to China's 28% September retail slump
A commentary published via TMTPost reports that China Passenger Car Association (CPCA) data show September 2026 passenger car retail sales of 1.618 million units, down 28.0% year on year — the year's largest monthly decline and, the article says, the biggest September drop since CPCA began compiling the series. The piece says the CPCA monthly report used unusually blunt language about a weak peak season and shrinking fuel-car demand, and that it linked slower launches of new energy models to memory and chip price surges and tight supply driven by the AI industry chain — which the article describes as the first time CPCA has tied AI supply-chain competition to weak domestic retail. It also cites October 1–11 retail of 459,000 units, down 24%, a 67.0% NEV retail penetration record, a 43% drop in fuel-car retail, and exports of 917,000 units, up 73.7%.
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