15/06/2026
The Strait of Hormuz crisis has exposed a vulnerability at the heart of the global AI supply chain: energy.
Taiwan and South Korea produce the world's most advanced chips and memory, but both remain heavily dependent on imported fossil fuels to power their semiconductor industries.
The challenge goes beyond cost. Global customers like Apple, Google, and Microsoft are demanding lower-carbon supply chains, making renewable energy a strategic necessity rather than just a sustainability goal.
For semiconductor leaders, advocating for faster renewable deployment may become as important as investing in next-generation chip technology.
For cleantech companies, the opportunity to serve industrial-scale manufacturing has never been greater.
These countries make the chips powering the AI era, but the two import most of their energy from a region now in crisis.