The Strait of Hormuz is blocked and Middle East facilities are destroyed. Prolonged war creates severe material shortages for semiconductor manufacturing. Short chip stocks like MU as they will likely miss forward guidance. Sudden ceasefire or alternative supply chains mitigating the shortages.
The Strait of Hormuz is blocked and Middle East facilities are destroyed. Prolonged war creates severe material shortages for semiconductor manufacturing. Short chip stocks like MU as they will likely miss forward guidance. Sudden ceasefire or alternative supply chains mitigating the shortages.