Helium Shock Hits Global Chipmaking as Qatar Facility Goes Offline

TL;DR Summary
Iranian drone attacks knocked QatarEnergy’s Ras Laffan helium facility offline, triggering roughly a 30% drop in global helium supply and threatening chip production since helium is essential for cooling wafers during fabrication. South Korea, which sourced a large share of its helium from Qatar, and Taiwan are diversifying procurement and stockpiles while regulators review critical materials; experts warn that a prolonged outage could force months-long realignments in industrial gas supply chains.
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- Morgan Stanley: Taiwan’s 11-day ‘LNG cliff’ threatens global chip supply Investing.com
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