Malaysia bets on advanced chip design to power US$270 Billion semiconductor ambition
Southeast Asian nation pivots from assembly hub to IC design powerhouse amid global supply chain tensions, but faces talent and scaling challenges
As Tesla’s long-rumored low-cost electric vehicle appears poised for launch, anxiety is rising across its global battery supply chain—particularly among Korean and Japanese partners. Industry observers warn that Tesla’s increasing reliance on Chinese-made lithium iron phosphate (LFP) batteries could marginalize long-standing suppliers like LG Energy Solution (LGES), L&F, and Panasonic, potentially eroding their influence in the world’s most consequential EV supply chain.
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