Middle East conflict impacts semiconductor supply

Brad Gastwirth explores semiconductor supply chain risks, covering energy prices, chip materials, and AI data centre investments

Global semiconductor supply chains are under pressure as rising energy prices and critical chipmaking materials create new challenges for the industry. Companies across the tech sector are closely watching how these costs could affect production and long-term supply stability.

Brad Gastwirth from Circular Technologies explains how energy markets and access to essential materials are becoming key factors in the semiconductor race. As demand for advanced chips accelerates, these pressures could reshape how and where semiconductors are manufactured.

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