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Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the two-week mark.
In tech, two areas crucial to the artificial intelligence boom have come to the fore: chipmakers and hyperscalers with massive AI buildout projects in countries that neighbour Iran.
A prolonged conflict could impact the semiconductor sector’s access to key materials like helium and bromine, my colleagues Arjun Kharpal and Dylan Butts wrote.
