TSIA Urges Government to Secure Stable Supplies of Helium and Natural Gas, Diversify Sourcing, and Ensure Reliable Power

The Taiwan Semiconductor Industry Association (TSIA) convened its General Assembly on April 8, 2026. In his opening remarks, Chairman Cliff Hou highlighted rising geopolitical tensions in the Middle East, particularly developments involving the United States and Iran, noting that they have not only affected global energy markets and transportation security but have also indirectly impacted the semiconductor supply chain.

Helium and hydrogen, both critical materials in semiconductor manufacturing processes, are of particular concern. Although TSIA member companies currently maintain sufficient short-term inventories and are actively pursuing alternative supply sources, the prolonged and uncertain nature of geopolitical tensions in the Middle East, combined with the continued expansion of Taiwan’s semiconductor industry, underscores the need for proactive measures. TSIA therefore recommends that the government draw on the approaches adopted by the United States, Europe, and Japan to increase strategic reserves of helium and natural gas, thereby reducing the impact of external factors on supply stability.

At the same time, TSIA urges the government to expand and diversify procurement channels and establish a more resilient import allocation mechanism, in order to reduce reliance on any single region and strengthen overall supply chain resilience. These measures are intended to ensure the security of critical material supplies for Taiwan’s semiconductor industry and to enhance preparedness for potential future crises.

As semiconductor processes become increasingly advanced, both energy demand and carbon emission pressures continue to rise. Promoting green manufacturing, improving energy efficiency, and adopting renewable energy have become essential for sustainable corporate development. In this regard, TSIA once again calls on the government to provide a stable and reliable power supply to support the continued growth of the industry.