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The War on Iran Puts Global Chip Supplies and AI Expansion at Risk

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The War on Iran Puts Global Chip Supplies and AI Expansion at Risk


South Korean officials have warned that the US-Israel war with Iran could hit the global semiconductor supply chain if it disrupts the flow of critical industrial materials from the Middle East.

South Korea’s semiconductor sector, led by giants like Samsung Electronics and SK Hynix, produces about two-thirds of the world’s memory chips. If the Middle East’s supply of chipmaking materials is disrupted, semiconductor production could slow unless alternative sources are found quickly.

The Helium Problem

One material at risk is helium, which is essential in chip manufacturing for managing heat, detecting leaks, and maintaining stable temperatures in fabrication equipment. For many of these uses, there is no real substitute.

About 38 percent of the world’s helium is produced by Qatar, where large extraction facilities are tied to the natural gas industry. This concentration means that disruptions can quickly ripple through the global supply chain.

National oil company QatarEnergy declared force majeure on March 4, after stopping its gas production and downstream operations due to ongoing attacks. Downstream facilities turn gas into other products, including urea, polymers, methanol, and aluminum.

South Korea’s Industry Ministry said the country also depends on the Middle East for 14 other materials in chipmaking, such as bromine and some chip-inspection equipment. While some of these materials can be sourced domestically or from other markets, shifting suppliers in the semiconductor sector is difficult because chipmakers need to test and validate new sources to meet strict purity standards.

Companies say the situation is manageable for now. As reported by Reuters, SK Hynix said it has secured diverse supply chains and maintains sufficient helium inventories, adding that there is “almost no chance” its operations would be affected in the near term.

Contract chipmaker TSMC similarly said it does not currently anticipate a significant impact, while GlobalFoundries stated it is in direct contact with suppliers and has mitigation plans in place.

Stuck in Transit

Even if Qatar’s gas production restarts, the semiconductor industry is vulnerable to disruptions in regional shipping routes. Much of the world’s energy and petrochemical exports from the Persian Gulf pass through the Strait of Hormuz, a key maritime choke point.

If shipping through this corridor is interrupted for an extended period, it could slow the movement of industrial gases and petrochemicals that chipmakers rely on. Disruptions to oil and gas exports from the region have also already pushed global energy prices higher: Brent crude, the European benchmark, is priced at $80 per barrel at the time of publication.

Energy costs are a major factor in semiconductor production. Fabrication plants run large clean rooms that need constant electricity and cooling, so chipmakers are sensitive to changes in global energy prices. Industry representatives in South Korea warned that a prolonged conflict could push energy prices higher, likely leading to higher semiconductor production costs and potentially higher chip prices.

These risks come as semiconductor supply chains are already stretched by growing demand from AI computing. Chip demand from AI data center operators has tightened supply across several electronics sectors, including smartphones, laptops, and automobiles.

A Long-Term Problem

For now, the immediate impact on chip production is unclear. Major chipmakers usually maintain a mix of suppliers and stockpile specialty gases and chemicals to help weather short-term disruptions.

But if instability in the region continues, pressure on supply chains will likely grow. A drawn-out conflict that hits energy infrastructure, export facilities, or shipping routes could slowly squeeze the global supply of materials needed for chipmaking.

This could delay plans by major technology companies to expand artificial intelligence infrastructure in the Middle East. Firms such as Amazon, Microsoft, and Nvidia have been positioning the UAE as a hub for AI computing capacity.

This story originally appeared on WIRED Middle East.



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Port of Tyne advances connected mobility, autonomous logistics | Computer Weekly

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Port of Tyne advances connected mobility, autonomous logistics | Computer Weekly


The North East Automotive Alliance (NEAA), alongside the Port of Tyne, autonomous driving technology provider Oxa and a consortium of leading industry and academic partners, has delivered the Port‑Connected and Automated Logistics (P-CAL) project.

The Port of Tyne is one of the UK’s major deep-sea ports handling specialised bulk and containerised products, alongside delivery logistics, and assisting growing passenger numbers via its International Passenger Terminal.

Overall, the Port of Tyne adds £658m to the local economy, supporting 10,400 jobs directly and indirectly, and as one of the UK’s largest trust ports. Fully self-financing, it runs on a commercial basis, reinvesting all of its profits back into facilities along the River Tyne for the benefit of the North East and its stakeholders.

Delivered and funded through the UK government’s CAM [Connected and Automated Mobility] Pathfinder programme, NEAA – a collaborative, industry-led cluster dedicated to fostering a competitive and sustainable environment for businesses – is working with its partners to deliver P-CAL to demonstrate autonomous container transport at the Port of Tyne. The initiative will see the deployment of a fully autonomous terminal tractor and secure mesh communication network to move containers between the dockside and the container compound, creating a UK first in waterside port automation.

P-CAL was designed to push the boundaries of autonomous logistics by deploying and validating a fully autonomous terminal tractor in a live port environment. Building on the North East’s earlier 5G CAL and V‑CAL initiatives – which looked to assess the commercial viability of deploying autonomous yard tractors on the Vantec-Nissan route in Sunderland – the project worked to move autonomous technology from proof‑of‑concept trials into a complex, safety‑critical, real‑world operational setting.

Over the course of the project, the consortium is said to have successfully designed, integrated and tested an autonomous container transport service capable of operating on a busy quayside. The scope of work included the deployment of a fully autonomous terminal tractor; a resilient mesh communication network; the capability to integrate with terminal operating systems; real‑time coordination with live crane movements; and the implementation of a cyber security framework to enable safe, remote and automated operations.

The system was developed and tested in a newly defined and highly complex operational design domain. This is said to reflect the realities of a working port environment where traffic density, variable conditions and human interaction present unique challenges.

The regional and national partnership delivering the project combined expertise across autonomous systems, logistics, cyber security, academia, legal compliance and industrial operations. The consortium believes its project has generated valuable technical, operational and regulatory insight that will inform the future deployment of CAM services across ports, logistics hubs and industrial sites nationwide.

By augmenting the capability of the existing workforce, it says it has shown that autonomous systems can take on repetitive or more hazardous tasks, allowing skilled workers to focus on higher-value roles. This is seen as particularly vital for the North East, ensuring the region remains at the forefront of industrial evolution while creating a more resilient and tech-enabled labour market.

“Delivering autonomous logistics in a live port environment has been a major step forward for the sector,” said Graeme Hardie, operations director at the Port of Tyne. “P-CAL has shown what’s possible when innovation is applied to real operational challenges, improving safety, efficiency and sustainability. The Port of Tyne is proud to have played a leading role in a project that will influence how ports across the UK and beyond approach automation.”

Oxa founder and CEO Paul Newman added: “The success of P-CAL proves how autonomy will enable the future of resilient logistics operations. Through the project, we’ve demonstrated that existing work vehicles can be turned into a digital workforce – successfully completing autonomous container movements in a dynamic quayside environment, while providing worksite intelligence necessary for real-time industrial optimisation. P-CAL provides a blueprint for how ports and industrial hubs worldwide can deploy autonomous technology to drive productivity, efficiency and safety.”

CAM Pathfinder is funded by the UK government, delivered by the Department for Business and Trade in partnership with automated mobility firm Zenzic and Innovate UK, the UK’s national innovation agency.

Zenzic programme director Mark Cracknell said: “P-CAL is a strong example of how government and industry can work together to accelerate the commercial readiness of CAM technologies. Projects like this are vital in turning innovation into deployment, creating high‑value jobs and ensuring the UK remains globally competitive in connected and automated mobility. As the project closes, the outcomes and learning from P-CAL will continue to shape future CAM initiatives, investment opportunities and policy development, both regionally and nationally.”

The next phase of the project will examine how the system performs across broader port operations, including the added pressures of multiple vehicles working alongside people, equipment and live commercial activity.



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‘STAGED’: Conspiracy Theories Are Everywhere Following White House Correspondents’ Dinner Shooting

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‘STAGED’: Conspiracy Theories Are Everywhere Following White House Correspondents’ Dinner Shooting


In the immediate aftermath of the attack on the White House Correspondents’ Dinner on Saturday night, influencers, pundits, and random posters lit up social media platforms like X, Bluesky, and Instagram with conspiracy theories about the attack and the alleged shooter.

Both left and right-wing accounts claimed, without evidence, that the attack was staged.

President Donald Trump, Vice President JD Vance, and dozens of other high-profile administration officials and journalists were attending the dinner at the Hilton hotel in Washington, DC, when a suspect, later identified by media reports as Cole Tomas Allen from California, allegedly ran past security towards the event. He was detained by law enforcement while the president and vice president were evacuated. Police said that they believe Cole acted alone, but did not expand on who his intended target was or what his motive may have been. “We believe the suspect was targeting administration officials,” acting attorney general Todd Blanche told NBC’s Meet the Press on Sunday morning.

On Bluesky, which has a predominantly left-leaning user base, many people simply wrote the word “STAGED” over and over again, echoing the response to the Trump assassination attempt in Butler, Pennsylvania in 2024.

On X, many claimed the shooting was staged as a way to bolster support for Trump’s plan to build a new ballroom in the White House. The president referenced the ballroom in a press conference after the incident and a Truth Social post on Sunday morning. Many prominent online Trump boosters echoed the need for the ballroom, including far-right podcaster Jack Posobiec, Libs of TikTok creator Chaya Raichik, and Tom Fitton, the right-wing activist who runs Judicial Watch.

Their quick response, conspiracy theorists claimed, was evidence of a coordinated campaign following the shooting. “Is this another staged event,” one X user asked in a post that has been viewed more than 5 million times.

Other social media users who claimed the incident was staged pointed to a Fox News clip that featured the station’s White House correspondent Aishah Hasnie speaking from the Hilton hotel. Hasnie told viewers that prior to the shooting, press secretary Karoline Leavitt’s husband allegedly told her “you need to be very safe,” before the call was cut off.

“Fox News just cut one of their reporters off as they seemed to indicate the shooting was a pre-planned false flag,” one X user wrote in a post that has been viewed more than 2 million times. Hasnie later clarified in an X post that her cell service had cut out in a location with notoriously bad service, adding: “He was telling me to be careful with my own safety because the world is crazy. He was expressing his concern for my safety.”

“I don’t want to be fomenting conspiracies,” wrote Angelo Carusone, the chair and president of Media Matters, on Bluesky about the Fox News interview. “But I mean…this was super weird. Super weird.”

Leavitt herself was also the focus of conspiracy theories after she said “shots will be fired” in an interview ahead of the dinner, referring to the jokes Trump was scheduled to deliver. Following the attack, X users claimed the comment was “strange,” “sus,” or a “curious choice of words,” while sharing memes that suggested the shooting was staged. At least one mainstream outlet appeared to amplify the conspiracy theory as well, describing Leavitt’s comment as “eerie” and “bizarre.”





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Your Kindle Is Better With Accessories. Here’s Where to Start

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Your Kindle Is Better With Accessories. Here’s Where to Start



Kindle Holders

Hate holding up your Kindle? Or struggle with chronic pain that makes holding it feel terrible? These holders will literally take the weight out of your hands.

Lamicall

Gooseneck iPad Holder

This holder works for Kindles and tablets alike, and even my Nintendo Switch. The clamp base lets you attach it to tables and furniture, and it’s easy to position in front of or even above you if you wanted to lie down and read.

Lamicall

Tablet Pillow Stand Holder

If you want something that’s freestanding, this pillow tablet stand holder works great for a Kindle. I use it on the couch, and I can sit up or lounge back and adjust the stand arm to suit my position. There are also two built-in cup and snack holders. Lamicall says they’re food safe, but I just use it to hold my tea mug and phone.


A Freestanding Charger

Looking to keep your Kindle charged without adding another cord to the floor of your desk or bedside table? Same. Here’s a more stylish solution if you have one of the Signature editions.

Anker

Wireless Charging Dock for Kindle

This wireless charging dock is made by Anker for Kindles, specifically for Kindle Paperwhite and Colorsoft’s seven-inch Signature editions. Those versions have wireless charging capabilities, and this stand takes advantage of that with charging coils that line up with the back of the Kindle, where the wireless charging is. You’ll want to take off any MagSafe cases; leaving mine on made the little light on the charging dock flash until I took it off.


A Kindle Page Turner

The hottest new item to get as a Kindle lover is a page turner. They’re especially handy for holders like the ones above, where your hands aren’t already on the device, and can make for a great accessibility accessory for readers with different needs.

My biggest irritation with these devices so far is that you have to charge them both individually, and if one runs out of battery, the whole thing is useless. I also don’t love that the turner does tend to block at least one letter while I read, and you can’t place it on the lower or upper margins since it’ll activate the menus instead of turning the page. Still, it makes reading ultra comfortable, especially for my strained wrists.

Here’s my favorite one so far, that’s been solid at holding a charge, and next I’m testing this remote ($15) with a wearable ring clicker instead of a remote.



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