* Pegatron's ( PGTRF ) clients include Apple ( AAPL ), Microsoft ( MSFT ), Tesla
* GlobalWafers supplies silicon wafers to chipmakers
including TSMC
* Reviewed inventories, saw no near-term shortages -
GlobalWafers
By Wen-Yee Lee and Ben Blanchard
TAIPEI, March 11 (Reuters) - Two major Taiwanese
technology companies crucial to the global consumer electronics
and semiconductor supply chain said on Wednesday the conflict in
the Middle East had not yet disrupted their operations, though
one top executive expressed hopes for the war to end swiftly.
The escalating hostilities after the U.S. and Israel attacked
Iran have rattled global markets, fuelling supply-chain
concerns.
Taiwanese contract electronics manufacturer Pegatron ( PGTRF )
, a supplier to Apple ( AAPL ), Microsoft ( MSFT ) and
Tesla, said the conflict had so far caused no major
impact on its business, but uncertainty remained if Middle East
oil supplies were cut off.
"It's actually hard to say what will happen in the future,
because roughly 20 to 30% of crude oil comes from the Middle
East. The concern is that if this supply is cut off, then the
situation for things like components and raw materials really
can't be accurately predicted," Pegatron ( PGTRF ) President and co-CEO
Johnson Teng said in an earnings call.
"We hope what (U.S. President Donald) Trump said is true and
that it (the war) will end in the short term. There will
definitely be some impact, but we hope it can be contained,"
Teng said.
Separately, GlobalWafers, a major silicon wafer supplier to
semiconductor manufacturers including TSMC, the
world's largest contract chipmaker, said the conflict had not
affected shipments or operations so far.
The company had adjusted its logistics strategy months
earlier to avoid higher-risk shipping routes, spokesperson Leah
Yang said in the company's earnings call.
QATAR'S HELIUM IS KEY
GlobalWafers has reviewed inventories of key materials,
including helium, a critical gas used in semiconductor
manufacturing, she said.
Helium is only produced in a handful of countries, with
Qatar, which has been subject to Iranian attacks, among the
leading players in the industry.
"Based on existing inventory levels and confirmed supply,
these materials are sufficient to support multiple years," Yang
said, adding that the company has ample supply buffers and no
near-term shortages.
A South Korean ruling party lawmaker said last week the war
could disrupt supplies of key semiconductor manufacturing
materials including helium.