[InvaderFizz]

> - 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.

[cutemonster]

I guess they can get good deals with their customers too,... Edit: see another comment here: https://news.ycombinator.com/item?id=28270545