Taiwan's water shortage is hitting critical levels, and that could hit TSMC and Micron hard

"Production issues at TSMC would impact AMD, Apple, Nvidia, Qualcomm, Mediatek, Broadcom, Xilinx and Intel, all of whom are customers to TSMC to a greater or lesser extent. There is already a chip shortage within many markets, making now the worst possible time for Taiwan to face a drought of this scale."

https://www.overclock3d.net/news/misc_hardware/taiwan_s_water_shortage_is_hitting_critical_levels_and_that_could_hit_tsmc_and_micron_hard/1