BlockBeats News, May 16th, according to TechinAsia report, the Strait of Hormuz crisis is having a spillover effect on the global AI supply chain, exposing a systemic energy structure vulnerability between Taiwan, China, and South Korea.

Taiwan, China, and South Korea, as global hubs for advanced semiconductor manufacturing, rely heavily on liquefied natural gas (LNG) and fossil fuel power generation in the AI era. However, following recent geopolitical disruptions to the energy supply chain, this reliance has been magnified into a "strategic risk."

Both Taiwan, China, and South Korea are key global producers of AI chips and storage chips, but their electricity systems are highly dependent on imported energy sources. This dependence makes data centers and fabs face cost increases and power stability pressures when energy prices fluctuate or supply is constrained, thus affecting the stability of the global AI computing power supply chain.

Commentators have pointed out that with the rapid growth in AI demand, energy has become one of the core bottlenecks restricting computing power expansion. The current crisis related to the Strait of Hormuz further reinforces the trend that "AI competition is not only about computing power but also about energy and infrastructure competition."