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.
Uh huh, wait until China seizes TSMC and the depleted US Navy just has to sit there like pikachu
TSMC has their infra rigged to blow. Naive to think they’d let the Chinese have it
Everyone has a self destruct button these days it feels like.