Hormuz is a hidden shoal for the AI economy - News Summed Up

Hormuz is a hidden shoal for the AI economy


More than half of the DRAM and NAND chips that provide electronic devices with their short and long-term memory are manufactured in South Korea. Those two countries, in turn, are among the most dependent on liquefied natural gas (LNG) exports from Qatar. Taiwan and South Korea, with their mix of gas-dependent grids and Gulf-dependent import strategies, look most vulnerable. South Korea is only gradually unpicking similar regulations. It is time Taiwan and South Korea stepped up efforts to fix that weakness.


Source: Taipei Times March 08, 2026 16:19 UTC



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