The supply chains and gaps in export controls that make it easier for the Houthis to build missiles
Published . Updated .
The supply chains and gaps in export controls that make it easier for the Houthis to build missiles アラブニュース
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- MATX Matson
Container lines are exposed when a shipping lane is disrupted
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- DAC Danaos
Ship owners earn more when vessels are tied up longer
- GSL Global Ship Lease
Ship owners earn more when vessels are tied up longer
Price reaction, T-5 to T+3
The supply chains and gaps in export controls that make it easier for the Houthis to build missiles アラブニュース
Source: 블루밍비트
Red Sea
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How solid the defense case looks
25 out of 100
“The supply chains and gaps in export controls that make it easier for the Houthis to build missiles” scores 25 out of 100. The score uses 2 sources.