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konnichiwa said:

Plenty of asian countries are having a very hard time; worst one for us is Taiwan, the production of Microships can be on hold because the lack of oil/gas etc.

And those already are pretty tight in terms of supply due to AI companies gobbling them all up. Hence why AMD and Intel both announced CPU price hikes of 10-15%. And let's not even get started about memory chips!

With the prices already sky-high for some tyres of chips, production interruptions due to an oil price shock would be the last thing they need.