CNBC: Iran-War Supply-Chain Disruptions Are Making AI Chip and Electronics Inflation Structurally Sticky

CNBC reports that electronics price inflation is becoming structural rather than transient as Iran-war disruptions — helium shortages, PCB resin supply collapses, surging energy costs — compound AI compute demand. PCB prices rose up to 40% from March to April, TSMC flagged profitability risk from Middle East energy costs, and consumer electronics are expected to spike in price this fall; the article argues that unlike tariff-driven inflation, the supply-chain damage from a prolonged regional conflict cannot be quickly reversed.