Chip Stocks Surge on Ceasefire — But Helium Was the Real Risk
SK Hynix surged 15%, TSMC 4.8%, Tokyo Electron 10% on ceasefire news. The hidden driver: Iran had been strangling the chip industry’s helium supply.
supply chain
SK Hynix surged 15%, TSMC 4.8%, Tokyo Electron 10% on ceasefire news. The hidden driver: Iran had been strangling the chip industry’s helium supply.