The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages — and with no timeline for re-opening, supply chains face significant challenges

As global oil prices spike due to the ongoing pseudo-blockade of the Strait of Hormuz, other shortages are looming, and they could hit the chip and AI industries dramatically. Aluminum and helium for chip production have been impacted, but shortages of LNG could also cause problems for gas turbines powering many AI data centers.