How prolonged Iran war could disrupt Asia tech industry from chipmaking to AI data centres
SCMP Tech / 4/14/2026
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Key Points
- The article warns that a prolonged Iran war could trigger LNG and helium shortages that would strain Asia’s semiconductor supply chain and slow production.
- It argues that energy and specialty-gas constraints could have knock-on effects across chipmaking logistics, fabrication timelines, and downstream component availability.
- The piece also highlights that these disruptions may delay expansion of AI infrastructure in the region, including data-centre buildouts that depend on reliable power and industrial inputs.
- Experts cited in the article connect supply-side bottlenecks to broader risks for technology investment schedules and capacity planning across the Asia tech industry.
Asia’s technology industry is bracing for longer and deeper disruptions from the Middle East turmoil as analysts warn that prolonged hostilities could throttle semiconductor production and the buildout of artificial intelligence data centres.
The Strait of Hormuz, which carries about a quarter of global seaborne crude oil trade and 20 per cent of liquefied natural gas (LNG) shipments, remained effectively closed after US President Donald Trump said he would block the channel following the...
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