Gulf Conflict Disrupts Global Semiconductor Supply and Tech Markets

The ongoing conflict in the Gulf since late February has disrupted global semiconductor supply chains, impacting key producers like Taiwan and South Korea. Taiwan, reliant on Gulf energy imports such as liquefied natural gas, faces challenges due to blockades affecting energy flow through the Strait of Hormuz. This disruption has led to significant declines in tech stocks, including Taiwan Semiconductor Manufacturing, a major supplier for AI and electronics industries worldwide. The conflict's effects extend beyond oil, threatening critical raw materials and semiconductor production globally.