NuAxiSemiconductor trade intelligence

South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk

What happened

South Korea relies on Israeli bromine for 97.5% of its supply. Rising Middle East tensions threaten this critical input for semiconductor materials. Bullish for bromine and semiconductor material prices due to potential supply disruption.

Impact and signal

High impactImpact score: 75/100

Affected components and suppliers

BromineHelium

Samsung Electronics SK HynixLotte Chemical

shortagesupply-riskgeopoliticalbromine

Source and time

Source: DigiTimes Asia · 4/15/2026 · View original source

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South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk

What happened

Impact and signal

Affected components and suppliers

Source and time

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