Iran War Ending Soon But AI Chip Supply Damage Done

Potential end to Iran conflict may not repair damage to AI chip supply chains, with years-long disruptions expected for major chipmakers Micron and TSMC. Supply chain pressures could continue affecting semiconductor production despite reduced geopolitical tensions. USD/JPY and tech-sensitive pairs may see volatility as chip supply concerns persist. Traders should monitor semiconductor sector impacts on risk sentiment and technology-dependent economies like South Korea and Taiwan.