From the perspective of supply chain risk, this event—particularly the shipping disruptions and the closure of the Strait of Hormuz—will deeply impact NVIDIA. First, upstream raw materials such as silicon wafers, specialty chemicals, and precious metals, as well as intermediary products like advanced packaging substrates and fine chemicals, will face shipment delays when exported through Asian and European hub ports due to vessel detentions and suspended booking for the Middle East routes. Carriers prioritizing empty containers and rerouting ships lengthen transit times by weeks. Second, this will severely affect NVIDIA’s manufacturing operations: the supplies of photoresists, packaging substrates, and other critical sheet materials necessary for foundry and packaging stages may deplete, leading to idled production lines or constrained output. Third, downstream deliveries will be delayed, while rapidly rising freight rates will increase logistics costs, which may be passed on in chip or system pricing. In sum: higher transportation costs combined with raw material and intermediate product delivery delays force NVIDIA to adjust production schedules, build higher inventory, or secure alternate supply paths — squeezing margins and potentially delaying product launch timelines.