TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy

TSMC's earnings call is scheduled for April 16.

Industry experts expect the call to focus on Middle East–related supply chain risks.

A UDN report says TSMC will discuss how geopolitics could influence its operations and production.

Risks cited include past Strait of Hormuz closures and a potential LNG crisis that could affect Taiwan's electricity supply.

TSMC is at peak customer utilization, faces 3nm supply scarcity requiring customer allocation, and strong demand for CoWoS packaging; alternative LNG sourcing from the US or allies has been discussed.