The repercussions of the war with Iran are beginning to extend into the global technology sector in ways that many did not anticipate.

TSMC, which alone produces about 90% of the world's advanced electronic chips, consumes nearly 9% of Taiwan's total electricity. This figure could rise to around 24% by 2030 due to the massive increase in demand for AI chips.

The problem lies in Taiwan's heavy reliance on imported energy; approximately 47% of its electricity is generated from liquefied natural gas, and about 98% of its energy needs are imported from abroad. Qatar is one of its main LNG suppliers.

If the war disrupts oil and LNG shipping routes, it could threaten the energy supply that the chip industry depends on—an industry that underpins most modern technologies—from smartphones and cars to AI systems and advanced weapons.

In this sense, a war that has begun in the skies of the Middle East could have ripple effects reaching the heart of the global tech economy, and possibly even Silicon Valley.