$Taiwan Semiconductor(TSM.US)The war mainly affects TSMC through supply-chain and energy risks. The conflict has disrupted shipping and trade routes around the Strait of Hormuz, which normally carries a huge share of global oil and trade. That disruption is causing higher energy prices and logistical problems across global supply chains. 

For semiconductor companies like TSMC, the main concern is materials used to manufacture chips, such as helium and other industrial gases sourced from the Middle East. If supplies tighten, chip production costs could rise or factories could face shortages. 

There are also energy-cost risks. Chip factories use enormous amounts of electricity, and rising oil and gas prices could increase power costs for semiconductor manufacturing.

Invest with caution! @Bridge Buzz SG