What They Say
Samsung Display has confirmed that it has received a licence from the US government to allow the supply of chips to Huawei. In September, the Nikkei reports, Intel and AMD said they have some licences, but Samsung Electronics and SK Hynix have not.
What We Think
Although the Nikkei didn’t identify the type of chips, it’s reasonable to assume it’s display drivers. However, Huawei seems to be some way from having all the chip resources it will need. (BR)
