this post was submitted on 22 Mar 2026
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Samsung, SK Hynix, and TSMC depend on oil, gas, helium, sulphur, and bromine coming from the region, or through the Strait of Hormuz.

Marko Papic, chief strategist at BCA Research ... predicts a severe hit to chip production if the strait isn’t back in operation within a month.

Could mean higher PC component prices, or even a halt in production. Could mean global recession.

all 18 comments
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[–] green_goglin@thelemmy.club 44 points 3 hours ago (2 children)

There is no “AI Boom”. It’s merely a manufactured narrative.

[–] Pricklesthemagicfish@reddthat.com 21 points 2 hours ago (1 children)

Ai rug pull bubble brought to you by crypto scam coin

[–] green_goglin@thelemmy.club 4 points 2 hours ago* (last edited 2 hours ago)

Systemic contagion: Every dollar invested is levered to the tits.

[–] staircase@programming.dev 6 points 3 hours ago* (last edited 2 hours ago)

AI boom is a poor choice of words, even though it's intentional. And I don't believe the article's starting paragraph

For more than three years, AI has propped up global trade and investment and pushed stock markets from the US to Asia to record highs.

However, there is a boom in investment in AI, whether that actually yields anything or not. I read the article as meaning derailing that.

The consequences outlined in the rest of the article look to be agnostic to productivity

[–] db2@lemmy.world 26 points 4 hours ago (1 children)
[–] mushroommunk@lemmy.today 8 points 3 hours ago (1 children)

Chop chop the clock is ticking and not in your favour.

[–] db2@lemmy.world 4 points 3 hours ago (2 children)

I want to launch a satellite that eats other satellites and poops out figurines of little hands flipping off so the whole night sky can be a giant fuck you to these morons.

[–] mushroommunk@lemmy.today 2 points 2 hours ago

I've got $3.50 I can donate to the cause

[–] staircase@programming.dev 3 points 2 hours ago (1 children)

Intentional Kessler syndrome?

[–] db2@lemmy.world 1 points 2 hours ago

Global find out phase sounds good to me. We shouldn't be inflicted on the rest of the universe, recent events make that abundantly clear.

[–] Gsus4@mander.xyz 1 points 1 hour ago* (last edited 1 hour ago)

And a cautionary tale for green transition...

[–] Shortstack@reddthat.com 4 points 2 hours ago

Don’t threaten me with a good time

[–] youcantreadthis@quokk.au 1 points 1 hour ago

Oh no. Higher pc component prices! Somebody hasnt shopped computer recently.

[–] StillAlive@piefed.world 1 points 1 hour ago

إِنْ شَاءَ ٱللَّٰهُ

[–] Zoldyck@lemmy.world 2 points 3 hours ago

The American war

[–] BigTuffAl@lemmy.zip 2 points 3 hours ago (1 children)

Uh huh, wait until China seizes TSMC and the depleted US Navy just has to sit there like pikachu

[–] ag10n@lemmy.world 3 points 2 hours ago

TSMC has their infra rigged to blow. Naive to think they’d let the Chinese have it