Reuters: chip production is under threat due to the war between the U.S. and Iran.
Semiconductor production may be at risk due to the conflict between the U.S. and Israel with Iran. This was reported by Reuters, citing South Korean lawmaker Kim Yong-bae.
The fighting in the Middle East threatens to disrupt the supply of key materials for the production of this product. South Korean manufacturers, which account for about two-thirds of the world's chip production, are seriously concerned about such a scenario.
Particularly alarming is the situation with helium, without which semiconductor production will be in question. There is currently no substitute for this element, and it is produced only in a few countries. One of the leading players here is Qatar, which is already facing serious difficulties in the context of the U.S.-Iranian standoff. In addition, the South Korean Ministry of Industry stated that its industry depends on Middle Eastern supplies for another 14 items. For example, this includes bromine.
Representatives of the South Korean chip industry also warned that the crisis could hinder the plans of major tech companies to create data centers for artificial intelligence in the Middle East in the long term, which in turn would reduce demand for chips.
Earlier, the Qatari government announced a state of emergency in the country and the cessation of gas production.
There is also a version that China, India, Japan, and South Korea will feel the effects of the suspension of oil supplies through the Strait of Hormuz more than other countries.
