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How the Iran war could derail the AI boom (www.ft.com)

submitted 6 months ago by johsny@lemmy.world to c/fuck_ai@lemmy.world

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cross-posted from: https://programming.dev/post/47611666

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.

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[-] Akh@lemmy.world 14 points 6 months ago

What boom?

[-] baggachipz@sh.itjust.works 17 points 6 months ago

They spelled “bubble” wrong

[-] tomiant@piefed.social 4 points 6 months ago

The one made by an AI powered drone.

[-] Luisp@lemmy.dbzer0.com 1 points 6 months ago

AI will boom

this post was submitted on 22 Mar 2026

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