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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[–] 8 points 7 months ago

Do they mean "How the Iran war could give the AI leeches a scapegoat for their snake oil crashing and burning, like it was always going to"? or is that just too long for a headline

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