“SK Hynix faces a fresh helium supply shock as new US strikes on Iran threaten to re-close the Strait of Hormuz, the only export route for Qatar's helium, which South Korea imports for 64.7% of its industrial supply. SK Hynix and Samsung together control 80% of the HBM market, making Korean fabs the highest-exposure names in any memory chip crunch.”
“Deleveraging the semiconductor sector”
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