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.
Is the helium not reusable? It isn’t chemically reactive, so I wouldn’t expect it to be consumed.
I’ll be honest, shortages of some of these “ancillary” chemicals are not something I had anticipated.
/ancillary in quotes because they are still a really big deal
He (He1) gas molecules are absolutely tiny, they love to leak through everything.