business / news / / Wccftech
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.
Taiwan's LNG stockpiles can only sustain operations for a few days if Middle East supply is cut.
KEY POINTS
- 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
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