VAT News & Analysis

Chipmakers Face Supply Chain Pressure Amid Iran Conflict

The ongoing Iran conflict is impacting supply chains and profitability for key chipmakers, including TSMC and Infineon. TSMC, which manufactures Nvidia chips, warned that rising costs for essential materials like helium may affect profitability. Qatar, accounting for over 30% of the helium market, has faced disruptions due to Iranian strikes, straining semiconductor production. VAT Group reported a hit of 20-25 million Swiss francs ($25.5 million to $32 million) in first-quarter sales due to the conflict. These conditions could further escalate, affecting broader tech sector performance and supply accessibility for major companies like Nvidia (NVDA).