# June 28, 2026 | Bonus Episode: Who wins and loses when AI dominates the chip supply?

Page: https://stenobird.com/podcast/automotive-news-daily-drive-58649/june-28-2026-bonus-episode-who-wins-and-loses-when-ai-dominates-the-chip-supply
Text version: https://stenobird.com/podcast/automotive-news-daily-drive-58649/june-28-2026-bonus-episode-who-wins-and-loses-when-ai-dominates-the-chip-supply.md
Podcast: [Automotive News Daily Drive](https://stenobird.com/podcast/automotive-news-daily-drive-58649)
Published: 2026-06-28T10:00:00+00:00
Episode link: https://dts.podtrac.com/redirect.mp3/www.buzzsprout.com/2447022/episodes/19411534-june-28-2026-bonus-episode-who-wins-and-loses-when-ai-dominates-the-chip-supply.mp3
Audio file: https://dts.podtrac.com/redirect.mp3/www.buzzsprout.com/2447022/episodes/19411534-june-28-2026-bonus-episode-who-wins-and-loses-when-ai-dominates-the-chip-supply.mp3
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Duration seconds: 590

## Resource

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.

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## Transcript

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