The War on Iran Puts Global Chip Supplies and AI Expansion at Risk | From helium extraction in Qatar to shipping lanes in the Strait of Hormuz, the semiconductor industry depends on fragile links across the Gulf. Escalation could ripple through global chip production

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How to respond if you run a global company? Business leaders are a pragmatic bunch. When the facts change, so do they. One senior chief executive I spoke to at MWC said that Europe needed to maintain stability rather than add to global risks. If that means splitting more aggressively with the US, so be it. “If you are an airline outside the Gulf, for example, this is all good news,” he said waspishly. Technology security firms based outside of America are hopeful of new deals as non-US businesses look for new partners that can help them expand east, not west. In a multi-polar world, everyone has more than one customer.

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