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

Samsung Electronics may clear Nvidia's certification for its 12-layer HBM3E memory, but industry sources say the achievement is unlikely to yield short-term financial gains. SK Hynix, having secured early qualification, has already locked in most of the orders and controls the supply chain