# TSMC's earnings call is scheduled for April 16, and one of the key factors the industry is watching is the potential consequence of supply chain disruptions, amid the Middle.

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

## Key points

- Taiwan's LNG stockpiles can only sustain operations for a few days if Middle East supply is cut.
- TSMC may need to source LNG from the US or allies, significantly increasing operational costs.
- A prolonged Strait of Hormuz closure could severely disrupt Taiwan's electricity supply and TSMC's production.
- TSMC is currently forced to allocate scarce 3nm supply among customers due to overwhelming demand.

**Companies:** TSMC, NVIDIA, AMD, Intel
**Countries:** Taiwan, United States

[Read the full story on Wccftech](https://wccftech.com/tsmc-is-set-to-talk-about-the-biggest-risk-it-faces-with-chip-production/)

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