How Hurricane Helene Could Disrupt Global Semiconductor Supply Chain, And Potentially Drive Inflation Higher
Portfolio Pulse from Aaron Bry
Hurricane Helene has caused significant damage in North Carolina, potentially disrupting the global semiconductor supply chain due to its impact on Spruce Pine's quartz mining operations. This could lead to higher inflation as semiconductor production is affected. Companies like Taiwan Semiconductor Mfg, ASML Holding, and Applied Materials may face supply chain challenges.

September 30, 2024 | 8:06 pm
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NEGATIVE IMPACT
Applied Materials (AMAT) may face disruptions in its supply chain due to Hurricane Helene's impact on quartz mining in North Carolina, essential for semiconductor production.
AMAT relies on high-purity quartz from Spruce Pine for semiconductor manufacturing. The hurricane's impact on mining operations could disrupt AMAT's supply chain, affecting production and potentially increasing costs.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
ASML Holding (ASML) could experience supply chain issues due to Hurricane Helene's disruption of quartz mining in North Carolina, affecting semiconductor production.
ASML depends on high-purity quartz for semiconductor manufacturing. The hurricane's impact on mining operations in Spruce Pine could lead to supply chain disruptions, affecting production timelines and costs.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Taiwan Semiconductor Mfg (TSM) may face supply chain disruptions due to Hurricane Helene's impact on quartz mining in North Carolina, a key material for semiconductor production.
TSM relies on high-purity quartz from Spruce Pine for silicon wafers. The hurricane's impact on mining operations could disrupt TSM's supply chain, affecting production and potentially leading to higher costs.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80