{"id":103068,"date":"2026-03-05T12:45:37","date_gmt":"2026-03-05T07:45:37","guid":{"rendered":"https:\/\/dailyausaf.com\/en\/?p=103068"},"modified":"2026-03-05T12:45:37","modified_gmt":"2026-03-05T07:45:37","slug":"iran-crisis-could-disrupt-global-chip-supply-south-korea-warns","status":"publish","type":"post","link":"https:\/\/dailyausaf.com\/en\/news\/iran-crisis-could-disrupt-global-chip-supply-south-korea-warns\/","title":{"rendered":"Iran Crisis Could Disrupt Global Chip Supply, South Korea Warns"},"content":{"rendered":"<p data-start=\"566\" data-end=\"715\">The <strong data-start=\"570\" data-end=\"585\">Iran crisis<\/strong> could disrupt the supply of important materials used in semiconductor manufacturing, South Korean officials warned on Thursday.<\/p>\n<p data-start=\"717\" data-end=\"895\">A ruling party lawmaker in South Korea said the ongoing conflict involving the United States, Israel, and Iran may affect global chip production if supply chains are interrupted.<\/p>\n<h3 data-start=\"897\" data-end=\"935\">South Korea\u2019s Chip Sector on Alert<\/h3>\n<p data-start=\"937\" data-end=\"1099\">South Korea produces about two-thirds of the world\u2019s memory chips. Because of this, any impact from the <strong data-start=\"1041\" data-end=\"1056\">Iran crisis<\/strong> could affect global technology industries.<\/p>\n<p data-start=\"1101\" data-end=\"1301\">Lawmaker <strong data-start=\"1110\" data-end=\"1151\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Kim Young-bae<\/span><\/span><\/strong> raised the concern after meeting executives from major chip companies, including <strong data-start=\"1233\" data-end=\"1274\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Samsung Electronics<\/span><\/span><\/strong> and industry trade groups.<\/p>\n<p data-start=\"1303\" data-end=\"1437\">He said companies warned that semiconductor production may face problems if materials sourced from the Middle East become unavailable.<\/p>\n<h3 data-start=\"1439\" data-end=\"1470\">Helium Supply a Key Concern<\/h3>\n<p data-start=\"1472\" data-end=\"1587\">One of the most important materials mentioned was helium. The gas is used to manage heat during chip manufacturing.<\/p>\n<p data-start=\"1589\" data-end=\"1816\">There is currently no effective alternative to helium for this process. Only a few countries produce it in large quantities, including <strong data-start=\"1724\" data-end=\"1765\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Qatar<\/span><\/span><\/strong> and the <strong data-start=\"1774\" data-end=\"1815\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">United States<\/span><\/span><\/strong>.<\/p>\n<p data-start=\"1818\" data-end=\"1952\">Because some supplies come from the Middle East, the <strong data-start=\"1871\" data-end=\"1886\">Iran crisis<\/strong> could create risks for chip production if the conflict continues.<\/p>\n<h3 data-start=\"1954\" data-end=\"1993\">Chip Demand Already Facing Pressure<\/h3>\n<p data-start=\"1995\" data-end=\"2145\">The semiconductor industry is already facing supply pressure. Demand for advanced chips has increased because of artificial intelligence data centres.<\/p>\n<p data-start=\"2147\" data-end=\"2332\">These facilities require large numbers of powerful chips to run modern AI services. As a result, supply shortages have affected industries such as smartphones, laptops, and automobiles.<\/p>\n<h3 data-start=\"2334\" data-end=\"2372\">Companies Monitoring the Situation<\/h3>\n<p data-start=\"2374\" data-end=\"2526\">South Korean chipmaker <strong data-start=\"2397\" data-end=\"2438\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">SK Hynix<\/span><\/span><\/strong> said it currently has enough helium inventory and does not expect immediate disruption.<\/p>\n<p data-start=\"2528\" data-end=\"2701\">Meanwhile, <strong data-start=\"2539\" data-end=\"2580\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">GlobalFoundries<\/span><\/span><\/strong> stated that it is closely monitoring developments in the Middle East and remains in contact with suppliers and partners.<\/p>\n<p data-start=\"2703\" data-end=\"2760\">Samsung Electronics declined to comment on the situation.<\/p>\n<h3 data-start=\"2762\" data-end=\"2800\">Possible Impact on AI Data Centres<\/h3>\n<p data-start=\"2802\" data-end=\"2979\">According to Kim Young-bae, the <strong data-start=\"2834\" data-end=\"2849\">Iran crisis<\/strong> could also affect long-term plans by major technology companies to build artificial intelligence data centres in the Middle East.<\/p>\n<p data-start=\"2981\" data-end=\"3197\">Recently, <strong data-start=\"2991\" data-end=\"3032\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Amazon<\/span><\/span><\/strong> reported that some of its data centres in the <strong data-start=\"3079\" data-end=\"3120\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">United Arab Emirates<\/span><\/span><\/strong> and <strong data-start=\"3125\" data-end=\"3166\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Bahrain<\/span><\/span><\/strong> were damaged by drone strikes.<\/p>\n<p data-start=\"3199\" data-end=\"3415\">Technology companies such as <strong data-start=\"3228\" data-end=\"3269\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Microsoft<\/span><\/span><\/strong> and <strong data-start=\"3274\" data-end=\"3317\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Nvidia<\/span><\/span><\/strong> have been investing in the region to support growing demand for artificial intelligence services.<\/p>\n<p data-start=\"3417\" data-end=\"3543\">However, continued instability linked to the <strong data-start=\"3462\" data-end=\"3477\">Iran crisis<\/strong> may slow those plans and affect global chip demand in the future.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Iran crisis could disrupt the supply of important materials used in semiconductor manufacturing, South Korean officials warned on Thursday. A ruling party lawmaker in South Korea said the ongoing conflict involving the United States, Israel, and Iran may affect global chip production if supply chains are interrupted. South Korea\u2019s Chip Sector on Alert South [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":103069,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[37141,37135,37140,37137,37133,36742,37138,37134,37139,37136],"class_list":["post-103068","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai-data-centres","tag-chipmaking-materials","tag-global-chip-market","tag-helium-supply","tag-iran-crisis","tag-middle-east-conflict","tag-samsung-electronics","tag-semiconductor-supply","tag-sk-hynix","tag-south-korea-chip-industry"],"_links":{"self":[{"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/posts\/103068","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/comments?post=103068"}],"version-history":[{"count":1,"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/posts\/103068\/revisions"}],"predecessor-version":[{"id":103070,"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/posts\/103068\/revisions\/103070"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/media\/103069"}],"wp:attachment":[{"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/media?parent=103068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/categories?post=103068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dailyausaf.com\/en\/wp-json\/wp\/v2\/tags?post=103068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}