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Semiconductor behemoth NVIDIA Corporation (NVDA) is currently navigating a market that is influenced by both innovation and geopolitics. The escalating U.S.-Iran war has introduced a fresh layer of uncertainty, and the potential disruption in the Strait of Hormuz sits at the heart of the concern.
The narrow passage handles nearly 20% of global oil and gas flows, but the ripple effects stretch far beyond energy. Helium, a critical input in semiconductor manufacturing, moves through the same channels, and any prolonged disruption threatens to tighten supply across the chip ecosystem.