EPISODE · Jun 28, 2026 · 9 MIN
June 28, 2026 | Bonus Episode: Who wins and loses when AI dominates the chip supply?
from Automotive News Daily Drive · host Automotive News
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.
What this episode covers
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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June 28, 2026 | Bonus Episode: Who wins and loses when AI dominates the chip supply?
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