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But it is heavily reliant on imported energy, much of which flows through the Strait.
Taiwan produces over 90% of the world's most advanced semiconductors.
KEY POINTS
- 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
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