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

Published 1 week, 6 days ago
Description

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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