NuAxiSemiconductor trade intelligence
Global chip supply chain under threat as US-Iran conflict enters third week — Strait of Hormuz blockade is days away from crippling Taiwan's semiconductor industry
What happened
A potential blockade of the Strait of Hormuz threatens to disrupt Taiwan's energy and helium supply, which powers and cools TSMC's fabs. Taiwan relies on the Middle East for 37% of its grid fuel and imports all helium, with only 11 days of LNG reserves. 利多: High risk of supply chain disruption for advanced logic chips, likely leading to price pressure and allocation tightening.
Impact and signal
High impactImpact score: 78/100
Affected components and suppliers
Advanced LogicFoundry Services
shortagesupply-riskgeopolitical-riskenergy
Source and time
Source: Tom's Hardware · 3/17/2026 · View original source
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