The ongoing crisis in the Strait of Hormuz is revealing critical vulnerabilities in the energy dependencies of Taiwan and South Korea, key players in the global AI supply chain. Both regions, central to advanced semiconductor manufacturing, rely heavily on imported liquefied natural gas and fossil fuels. Recent geopolitical tensions have disrupted these energy supply chains, escalating the risk to their power-dependent AI and memory chip production facilities. As demand for AI technology surges, energy supply has emerged as a significant bottleneck, threatening the stability of the global AI compute supply chain. The Hormuz crisis underscores the strategic importance of energy security, highlighting that AI competition extends beyond compute power to include energy and infrastructure resilience.