How the Iran war and rising energy prices are threatening semiconductor demand

• A prolonged conflict in the Middle East could disrupt supplies of key chipmaking elements such as helium and bromine, analysts told CNBC.
• Higher energy costs could also dampen demand for AI data center buildouts which could hurt memory chipmakers like Samsung and SK Hynix.
• However, analysts said that currently, impact from the conflict remains limited from the war.

A prolonged conflict in the Middle East could impact the semiconductor industry’s access to key materials while rising costs could hit demand for chips that have been central to the artificial intelligence boom, analysts warned.

Source: https://www.cnbc.com/2026/03/10/iran-war-semiconductor-memory-chip-impact.html