Middle East Conflict Could Trigger a ‘Black Swan’ For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI

Barclays research reported conflict entered third week, barclays research team noted the Middle East conflict entered its third week, matching typical shipping cycles to North Asia.

Shipping cycles coincide with Middle East to North Asia energy shipments, barclays tied the conflict's timing to crude oil and natural gas shipping cycles from the Middle East to North Asia.

Taiwan LNG reserves are sufficient for approximately 11 days, taiwan reportedly has enough LNG for about 11 days according to the cited report.

TSMC electricity consumption represents over 10% of Taiwan's electricity usage, tSMC accounts for more than 10% of Taiwan's total electricity consumption.

Taiwan chemical imports include helium and bromine from the Middle East, taiwan imports helium and bromine from the Middle East, per the report.