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Taiwan's Pegatron, GlobalWafers see no immediate risk from Middle East war
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Taiwan's Pegatron, GlobalWafers see no immediate risk from Middle East war
Mar 11, 2026 3:53 AM

* 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.

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