John Authers, Columnist

Chip Supply Chains Risk Being Next Casualty of War

The question is whether companies have enough stockpiles on hand to ride out the blockade.

Will the Strait lead to a spiral for semiconductor manufacturers?

Photographer: Christian Charisius/picture alliance/Getty

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Mention propylene glycol methyl ether acetate (PGMEA) as a casualty of the Iran war, and few will know what you’re talking about. More visible commodities like oil and, to a lesser extent, inputs for fertilizer have dominated the headlines. But PGMEA, a special kind of paint based in the oil derivative naphtha, also known as photoresist, is harder to find since the Middle East conflict erupted two months ago.