Damascus, March 16 (SANA) – The ongoing U.S.-Israeli–Iranian war in the Middle East is beginning to reshape the global semiconductor industry, affecting supply chains, production costs and patterns of demand for the chips that power modern technologies.
Industry analysts warn that regional instability could disrupt supplies of key materials used in semiconductor manufacturing, including industrial gases such as helium. Any disruption to maritime transport—particularly through the Strait of Hormuz, a critical global shipping corridor—could complicate the delivery of raw materials essential for chip production.
At the same time, rising global energy prices driven by geopolitical tensions are increasing operating costs for semiconductor factories, which require large amounts of electricity and water to run advanced production lines.
The conflict may also shift global demand for chips. Economic uncertainty and inflation could reduce consumer spending on electronics such as smartphones and computers, weakening demand for some semiconductor categories.
In contrast, demand for specialized semiconductors used in defense technologies, including drones, surveillance systems and advanced military applications, is expected to grow as countries increase defense spending.
Experts say the industry may respond by diversifying supply chains and raw material sources, as geopolitical tensions increasingly shape the future of global semiconductor production.
Kh.A
