Concerns over Semiconductor Materials Amid Iran War Disruptions|TaiwanPlus News
Why It Matters
Rising material and energy prices threaten cost structures and production timelines for advanced chips, heightening geopolitical supply-chain risk for Taiwan’s crucial semiconductor industry and global technology manufacturers.
Summary
Prices for key semiconductor materials have jumped amid the Middle East war, stoking concern in Taiwan where supplies of high-temperature metals used in third-generation equipment have spiked sharply. Gallium prices have risen 123% since the start of 2025, and oil costs have also increased following the Iran conflict. Analysts say Taiwan’s domestic production of these specialized materials is limited, but firms have mitigated immediate disruption by diversifying imports since the Russia-Ukraine war. Overall, Taiwan is watching costs and supply chains closely even as short-term impacts remain manageable.
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