Svmuu reported that Allianz Research stated the Middle East crisis could trigger a surge in semiconductor prices. "The risk of energy shortages stemming from the Middle East crisis could drive prices further upward, as supply is already tight and highly concentrated," the institution noted. Additionally, a shortage of raw materials crucial for semiconductor production, particularly helium, could impact factories, potentially leading to losses exceeding $10 billion per month, the institution added.
"Qatar accounts for one-third of global helium production, which is an upstream input for the AI supply chain and is also transported almost entirely through Gulf terminals," said Allianz Research. (Jinshi)