The war in Iran is causing supply issues globally, with constrained gas and oil supplies due to the closure of the strait of Hormuz being the ones that hits home for most people. But we're also starting to see impacts on the supply of different materials which, on top of a memory shortage, aren't looking too good for the global technology supply chain.
I've spoken to a few different technology supply chain experts to figure out exactly which materials are affected and why. And perhaps more importantly, I asked them what they think the prospects are for the semiconductor and component manufacturing market, as well as for end-consumers such as PC gamers like you and I.
Unfortunately, the answer isn't the prettiest, as I discovered that the effects are broad and wouldn't be resolved even if the strait re-opened right away, as plenty of damage is already done. But it's not all hopel...
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