Episode Details
Back to EpisodesJune 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.