Miner Company
U.S.-Iran War: Hidden Risks For Semiconductors
The ongoing closure of the Strait of Hormuz threatens both energy and critical helium supplies, impacting semiconductor manufacturing, especially for TSMC. TSMC and other chipmakers have stockpiles, but a prolonged disruption could compress sector multiples and trigger a sell-off before actual shortages hit.
The ongoing closure of the Strait of Hormuz threatens both energy and critical helium supplies, impacting semiconductor manufacturing, especially for TSMC. TSMC and other chipmakers have stockpiles, but a prolonged disruption could compress sector multiples and trigger a sell-off before actual shortages hit.