On March 5, Kim Young-bae, a lawmaker from South Korea's ruling party, voiced concerns from the nation's chip industry. He warned that a prolonged Iran crisis could disrupt the supply of vital materials from the Middle East, potentially driving up chip prices. Kim Young-bae shared these insights following discussions with executives from Samsung Electronics and representatives of business and trade associations. He highlighted that the industry fears the interruption of semiconductor production if essential raw materials from the Middle East become unavailable. This is particularly true for helium, a critical component for thermal management in semiconductor manufacturing, for which there is currently no viable substitute. Furthermore, the crisis might also derail tech giants' plans to establish AI data centers in the Middle East, dampening demand for chips.
