We had a chance26 Mar 2026 18:57
Taiwan’s chip empire just got a brutal wake up call
TSMC the company that makes 90% of the world’s most advanced chips is 100% hooked on helium + LNG that sail straight through the Strait of Hormuz.
Helium (critical for cooling wafers & lithography).
About 60% to 70% comes from Qatar now offline.
LNG (powers about 40% of Taiwan’s electricity).
About 33% to 35% from Qatar same chokepoint.
Taiwan has only 11 days of storage.
Why this is a critical issue?
One prolonged Hormuz mess = immediate price spikes, fab slowdowns, and global chip shortages.