The hyperscalers building the infrastructure of the AI economy have a $650 billion problem hiding in plain sight—and it doesn't involve tariffs, talent, or chip export bans. It involves helium. A new ...

Qatar’s LNG disruption had a limited lasting impact on gas prices, but it triggered a severe helium shortage, disrupting up to 35% of global supply. The helium crunch is hitting semiconductor ...

A report from Moody's Ratings claims that disruptions to the supply of helium as a result of conflict in the Middle East are expected to cause disruptions across semiconductor manufacturing, which ...

Helium is a byproduct of LNG processing that is used in semiconductor manufacturing. Qatar's Ras Laffan facility -- the world's largest single helium production site -- has been largely offline since ...

Moody’s Ratings published a report April 20 reiterating warnings in March about lost helium production potentially hampering AI, data center supply chains, and much besides. “Helium supply disruptions ...

When Iranian drones and missiles struck Qatar’s Ras Laffan Industrial City, one of the world’s largest LNG hubs, the immediate concern was disruption to LPG, LNG and other gas-to-liquids supplies. But ...

Although this also means that 70% of the supply is unaffected, the probable effects are higher helium prices and less available supply. This is likely to slow production and could mean investors turn ...

A global helium shortage triggered by the Iran-Qatar conflict and new U.S. export curbs on chipmaking tools to China’s Hua Hong are converging to pressure the AI semiconductor supply chain. Helium ...

A helium shortage reveals semiconductor supply chains are still vulnerable. Recycling, redesign, and diversification efforts help, but none solve helium dependence near term. The semiconductor ...