Episode
June 28, 2026 | Bonus Episode: Who wins and loses when AI dominates the chip supply?
- Podcast
- Automotive News Daily Drive
- Published
- Jun 28, 2026
- Duration seconds
- 590
- Processing state
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Summary
Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.