# But it is heavily reliant on imported energy, much of which flows through the Strait.

*business · news · 2026-04-06 · Benzinga*

## Key points

- Taiwan produces over 90% of the world's most advanced semiconductors.
- Taiwan's semiconductor industry is highly dependent on imported energy, especially liquefied natural gas.
- 60–70% of Taiwan and South Korea's crude oil imports pass through the Iran-controlled Strait of Hormuz.
- Energy supply disruptions in Taiwan could cascade through the global AI and semiconductor supply chain.
- Investors may be underestimating supply chain risks tied to energy vulnerabilities in chip manufacturing.

**Companies:** Intel, Nvidia
**Countries:** Taiwan, South Korea

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/04/51658389/nvidias-wartime-resilience-is-hiding-a-taiwan-sized-fragility)

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