Allianz Research: Middle East crisis could lead to a surge in semiconductor prices (Jinshi Data APP)

According to Odaily Research, the Middle East crisis could trigger a surge in semiconductor prices. "The energy shortage risk posed by the Middle East crisis could lead to further price increases, as supply is already tight and highly concentrated," the firm stated. Furthermore, shortages of raw materials crucial for semiconductor production, particularly helium, could impact factories, potentially resulting in losses exceeding $10 billion per month, the firm added. "Qatar accounts for one-third of global helium production, and helium is an upstream input in the artificial intelligence supply chain, and is almost entirely transported through Gulf ports," Allianz Research stated. (Jinshi)