Everything on Supply Chain & Hardware

Closure of the Strait of Hormuz threatens helium supplies, which Qatar dominates, creating a critical bottleneck for global semiconductor manufacturing and tech hardware production.

Impact: Disruptions could delay semiconductor fabrication, increasing costs and scarcity for AI hardware, consumer electronics, and critical infrastructure components.

— from Global Supply Chain Shocks and Crypto Institutional Maturation Trends · The Milk Road Show· Mar 30, 2026