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How the Iran war could derail the AI boom (www.ft.com)
submitted 6 months ago* by to c/technology@lemmy.world
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Samsung, SK Hynix, and TSMC depend on oil, gas, helium, sulphur, and bromine coming from the region, or through the Strait of Hormuz.

Marko Papic, chief strategist at BCA Research ... predicts a severe hit to chip production if the strait isn’t back in operation within a month.

Could mean higher PC component prices, or even a halt in production. Could mean global recession.

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[–] 6 points 6 months ago (3 children)

Uh huh, wait until China seizes TSMC and the depleted US Navy just has to sit there like pikachu

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