– The impact of the Middle East war is being felt across a wide range of supply chains, our research finds this week. The reduced availability of oil and gas is obvious, but reduced gas production also means reduced noble gas shipments for the electronics sector. Food supplies are at risk from reduced access for animal carriers. Automakers in Japan face reduced sales, while attacks on data centers require expensive repairs at a time when electronics supply chains are already constrained.
– Staying with electronics, Nvidia Corp. has reportedly halted production of its...