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The Iran war is hitting the AI supply chain where it hurts

The Next Web
Ana-Maria Stanciuc

Iran’s strike on SABIC’s Jubail petrochemical complex in early April halted production of the resin used to make PCB laminates. Goldman Sachs analysts say prices surged 40% in April alone. A South Korean supplier to Samsung and AMD says epoxy resin wait times have stretched from three weeks to fifteen. The Iran war that began […] This story continues at The Next Web