AI's Achilles Heel is an Oil Shipping Strait
A Shipping Crisis in the Middle East Is Now a Chip Crisis Everywhere Else
The Strait of Hormuz crisis is amplifying a supply crunch in the specialist memory chips that power AI, and analysts say the industry's concentration in South Korea makes the timing particularly uncomfortable.
The Strait of Hormuz crisis is amplifying a supply crunch in the specialist memory chips that power AI, and analysts say the industry's concentration in South Korea makes the timing particularly uncomfortable.