Allianz Research: Middle East Crisis Could Lead to Soaring Semiconductor Prices (Jinshi Data App)

Odaily Planet Daily News Allianz Research stated that the crisis in the Middle East could trigger a surge in semiconductor prices. "The risk of energy shortages brought about by the Middle East crisis could lead to further price increases, as supply is already tight and highly concentrated," the institution stated. Additionally, shortages of raw materials crucial for semiconductor production, especially helium, could impact factories, potentially resulting in losses exceeding $10 billion per month, the institution added.

"Qatar accounts for one-third of global helium production. Helium is an upstream input for the AI supply chain and is also transported almost entirely through Gulf terminals," Allianz Research stated. (Jinshi)