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Friday 20 March 2026
Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported operational disrupti...
Thursday 19 March 2026
China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Tuesday 17 March 2026
As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain
As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...
Friday 13 March 2026
War engulfs the Gulf: worst aviation crisis since Covid
The war in the Middle East has triggered the most severe disruption to Gulf aviation hubs since the Covid-19 pandemic, forcing airlines to suspend flights and reroute global travel...
Friday 13 March 2026
Chip material prices double, compound semiconductor supply chain on alert

The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound...

Friday 13 March 2026
Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
Friday 13 March 2026
Middle East conflicts threaten affordable cars as automakers shift focus to flagship models
As renewed Middle East conflicts compound post-pandemic chip shortages and tariff barriers, multiple overlapping risks are disrupting global vehicle supply chains and making them increasingly...
Thursday 12 March 2026
Middle East conflict rattles energy markets, squeezes IC distributors
The ongoing Middle East conflict is disrupting global oil and natural gas supplies and triggering an energy crisis that has pushed up international crude prices. Market expectations...
Thursday 12 March 2026
Interview: Intel-backed Bria bets on licensed data and governance to stand out in generative AI market
As enterprises accelerate adoption of generative AI, Israel-based startup Bria.ai is betting that copyright-compliant data, creator compensation, and enterprise-grade control can set...
Thursday 12 March 2026
US-Iran clash seen as short-term shock as markets look toward possible de-escalation
The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets...
Thursday 12 March 2026
Compound semiconductors emerge as critical components in modern air defense radar systems, as seen during Iran conflict
Iran's air defense shortcomings amid persistent US and Israeli strikes underscore the growing importance of high-power radar components and the supply chains that provide them. South...
Tuesday 10 March 2026
Iran conflict threatens Gulf data center boom as attacks mount
The widening conflict involving Iran is beginning to ripple through the global AI industry, raising new questions about the security of Gulf-backed data center projects and the resilience...
Tuesday 10 March 2026
Middle East conflict fuels energy crisis, Taiwan's summer power supply at risk
The large-scale bombings and attacks launched by the US and Israel against Iran have caused significant civilian casualties. With Iran carrying out retaliatory actions, the conflict...
Tuesday 10 March 2026
Chinese satellite images reveal US military buildup in Middle East
Chinese geospatial intelligence firm MizarVision has drawn scrutiny after publishing high-resolution commercial satellite imagery tracking US military aircraft and naval assets involved...