The closure of the Strait of Hormuz isn't just an energy crisis, it is a massive threat to the global semiconductor supply chain.
In this Studio breakdown, SCSP's Gavin explains why the conflict in the Middle East has Taiwan, Japan, and South Korea scrambling. Together, these three nations account for 51% of global semiconductor manufacturing, and their reliance on Middle Eastern exports is a severe vulnerability.
If disruptions continue, we could see massive chip shortages and price hikes across the globe.
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