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.
