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The past week has seen some progress, albeit uneasy and stilted, being made towards ending the Iran war.
A two-week ceasefire was agreed on Wednesday, and while it looks fragile, hopes of the conflict approaching a close are prompting analysts to look ahead and assess its longer-term impact on the global tech sector.
Exports of helium, a key material in chipmaking and other manufacturing processes, have already been significantly curtailed by the fighting, and some European companies have faced delays to semiconductor deliveries from Asia due to flight path disruption. Experts have also warned a prolonged conflict would throw uncertainty over future data center and AI infrastructure projects in the region.
