Helium and bromine, used to cool equipment and etch circuits, come from the Persian Gulf region. Any disruptions could affect memory production and cause prices to rise. South Korea, which accounts for about two-thirds of the global memory market, is closely monitoring the situation.
SK Hynix has already secured stable supplies, but other companies may face difficulties. There may be disruptions in logistics and rising energy prices, which will affect the memory market for PCs, laptops, consoles, and artificial intelligence systems.
Industry experts predict that memory prices could rise by 90–100% as early as next month, depending on the type of modules. Continued tensions could also slow the development of data centers and AI projects in the Middle East, especially in the UAE and Saudi Arabia.