A disruption in the Strait of Hormuz could trigger far more than an oil shock. In this Alpha Tab report, we examine how rising tensions in West Asia could disrupt LNG supplies, create helium shortages, and put global semiconductor manufacturing under severe pressure. From chipmakers to technology supply chains, the consequences of prolonged energy disruptions could ripple across the global economy and the future of the tech industry.

Hormuz Shock Threatens Semiconductor Supply Chains 

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Hormuz Shock Threatens Semiconductor Supply Chains