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How the Iran war could derail the AI boom (www.ft.com)
submitted 1 week ago* (last edited 1 week ago) by staircase@programming.dev 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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[-] humanspiral@lemmy.ca 6 points 1 week ago

The biggest user of Helium is MRIs at about 40% of global demand. Chips were 20%, but maybe they are catching up. Since AI chips, or even ddr5, has such huge profit margins, expect MRIs to be less insurable instead. No more fiber optics or quantum computing research.

this post was submitted on 22 Mar 2026
191 points (94.0% liked)

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