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Hormuz Strait Crisis Exposes Taiwan and South Korea's Energy Vulnerability in AI Supply Chain

GateNews
According to TechinAsia, on May 16, the Hormuz Strait crisis is exposing energy vulnerabilities in Taiwan and South Korea, which are critical global hubs for advanced semiconductor manufacturing. Both regions heavily depend on imported liquefied natural gas and fossil fuels for power generation. The geopolitical disruption has amplified structural energy dependency as a strategic risk, potentially affecting data center and semiconductor fab operations through rising costs and power stability concerns, which could impact the global AI computing supply chain.
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