The global helium storage is a direct threat to the chipmaking supply chain — disruption impacts critical processes, high-capacity HDDs, and alternative supplies are plagued by delays

The global helium storage disruption due to Iranian strikes on QatarEnergy's Ras Laffan Industrial City has led to a 30% reduction in global helium supply, impacting critical processes in chipmaking. Helium prices have surged, and the semiconductor industry faces potential stockpile depletion. Helium is crucial for cooling in semiconductor fabrication and has no viable substitutes, affecting chip fabs and HDD production. Recovery efforts are underway, with companies diversifying helium sourcing and developing new production capacities to mitigate the shortage's impact on the tech industry.