Nasdaq Tumbles; U.S.-Iran Strikes Hit SK Hynix and Tech Supply Chains

The Nasdaq fell sharply as new U.S.-Iran strikes rattled financial markets, while tech supply chain players like SK Hynix faced direct repercussions. The U.S. military operations against Iran heightened risk sentiment and liquidity concerns globally. This could directly impact companies reliant on semiconductor supply chains, such as Nvidia. Market focus remains on TSMC's production capabilities and ASML's lithography machine exports, amid escalating competition over rare earth elements between China and the U.S.

Is This a Temporary Chip Crisis? New Supply Chain Frictions

■SK Hynix plummeted over 8.5%, marking one of the worst days for the stock this month.

■U.S. firms like Micron Technology saw price increases amid rising demand.

■ASML faced export licensing delays for its latest chip-making machines due to geopolitical tensions.

The Financial Legacy of Conflict: Liquidity and Risk Perception

■Despite the Federal Reserve keeping rates steady between 5.25%-5.50%, market volatility persisted.

■Semiconductor supply chain costs for companies like Nvidia are rising due to geopolitical conflicts and natural disasters.

As supply chain risks intensify, investors are prioritizing local production capacities. This trend could directly influence investment decisions at TSMC and Intel.