South Korea Warns: Iran Crisis Threatens Crucial Chipmaking Material Supply

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Iran Crisis Threatens Global Chip Supply, South Korea Warns

AI Data centre (Photo: Reuters)

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Firstpost•05-03-2026, 13:31

Iran Crisis Threatens Global Chip Supply, South Korea Warns

•South Korea warns the US-Israel conflict with Iran could disrupt key semiconductor material supplies.
•Lawmaker Kim Young-bae highlighted helium, crucial for chip production, as a material at risk, with Qatar being a major producer.
•South Korean chip industry fears higher energy costs and prices if the Middle East conflict prolongs.
•SK Hynix stated it has diverse helium supply chains, while TSMC and GlobalFoundries are monitoring or have mitigation plans.
•The crisis also threatens plans for AI data centers in the Middle East, potentially impacting future chip demand.

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