How the Iran war could derail the AI boom - programming.dev

Resources mentioned: oil, gas, helium, sulphur, and bromine. Companies mentioned: Samsung, SK Hynix, TSMC. > 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.