93% of Samsung Electronics' unionized workers in South Korea voted to authorize a strike, with an 18-day walkout planned from May 21 if wage negotiations fail. Samsung produces all its DRAM and two-thirds of its NAND Flash in South Korea.
Potential supply disruption for DRAM and NAND Flash if the strike proceeds, creating market uncertainty.
A potential blockade of the Strait of Hormuz threatens to disrupt Taiwan's energy and helium supply, which powers and cools TSMC's fabs. Taiwan relies on the Middle East for 37% of its grid fuel and imports all helium, with only 11 days of LNG reserves.
High risk of supply chain disruption for advanced logic chips, likely leading to price pressure and allocation tightening.
The blockade of the Strait of Hormuz is creating immediate and severe supply chain bottlenecks for aluminum, helium, LNG, and copper, with no clear timeline for reopening. These materials are critical for semiconductor manufacturing and data center operations. Bullish: The prolonged disruption directly threatens production inputs, escalating supply risks and costs for downstream industries.
Middle East energy turmoil raises risks to semiconductor power and material supply, with Qatar's LNG halt potentially impacting Taiwan's gas imports and helium production. TSMC's power consumption is 27.5B kWh (93% purchased), and SK hynix has secured helium inventory.
Potential cost pressure and supply chain disruption for wafer fabs and memory makers from energy and key material volatility.
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Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |