> - He said they're not very affected by the chip shortage
My guess as to why is that they probably have a very predictable/steady chip supply pipeline and are low enough volume and high enough margin that they can easily outbid anyone and it wouldn't have a meaningful impact on the bottom line.
My guess as to why is that they probably have a very predictable/steady chip supply pipeline and are low enough volume and high enough margin that they can easily outbid anyone and it wouldn't have a meaningful impact on the bottom line.