News & Reviews:   supply

Malaysia’s electricity supply remains stable for now, but rising global fuel prices could eventually push tariffs higher, according to the country’s economy leadership. The update comes amid ongoing volatility in global energy markets, which is starting to impact local generation costs.

Industry research firm Counterpoint Research has revised its outlook for the global smartphone market, now projecting a slight contraction in shipments in 2026. The adjustment is largely due to a sharp rise in memory chip prices, especially for DRAM (RAM) used in smartphones, as supply tightens against booming demand from artificial intelligence (AI) data centres and other high-end computing sectors.

In a landmark move for automotive tech, Tesla has signed a $16.5 billion chip supply deal with Samsung Electronics, aimed at powering Tesla’s next-generation AI-driven vehicle platforms. The agreement marks a massive expansion of Samsung’s role as a key supplier to Tesla — and comes with notable endorsements from CEO Elon Musk, who took to X (formerly Twitter) to underscore the partnership’s long-term significance.

In the last remaining days of Trump administration in the office, the group decided to revoke certain licenses on Huawei suppliers such as Intel. Although nothing has been confirmed yet, they are certainly trying to reject other applications as well in order to halt the supply, according to Reuters.

Based on a statement by gizmochina, it seems that the US will once again be allowed to supply chips to China, provided that the components are not being used for 5G. Furthermore, it seems that more than 300 companies including major names like Samsung, Qualcomm, and MediaTek had applied for a license in order to do business with Huawei.

Apart from not able to use Google Services and work with various chip suppliers from the U.S., HUAWEI is now facing another new challenge. Today, it is reported that Samsung and LG have both decided to stop supplying display to the Chinese manufacturer.

As reported earlier, Samsung will not produce LCD anymore after 2020. The company will cease the production of LCD and focus on other display technologies. However, it looks like the Korean tech giant is not going to stop providing LCD products, as they are planning to buy display panels from LG Display. 

Earlier, we have heard the news that HONOR might turn to MediaTek for the supply of chipsets as the aftermath of the US sanctions. As the parent brand, Huawei is also in a hardship that the tech giant has been cut from most of its chipset suppliers. Huawei has been using MediaTek's chipsets on some of its smartphones, and the order made to the Taiwanese chip manufacturer has even increased to 300 percent this year. However, it is said that MediaTek might not able to continue to supply chipsets to Huawei for some reason.