Chmura Blog3/31/2026

Taiwan semiconductor supply chain

colin.emberland@chmura.com (Colin Emberland)
If you pay close attention to our Weekly Economic Update, you may have noticed that we have been closely monitoring the economic implications of the war in Iran. The closure of the Strait of Hormuz and disruptions to global energy supply chains are having outsized impacts on Asia, which includes important U.S. trading partners that import most of their energy from the Middle East.