Semiconductor Industry Faces Risk Due to Reliance on Qatar for 30% of Global Helium Supply
The semiconductor industry is exposed to supply chain risks due to its heavy reliance on Qatar for 30% of global helium supply, which has been disrupted by the Strait of Hormuz crisis. Helium, a byproduct of LNG processing, is critical for semiconductor manufacturing, and its shortage could impact production timelines. Recycling and diversification efforts are underway but are not yet sufficient to mitigate the risk.
Topics: EUV_lithography helium_shortage Qatar semiconductor_supply_chain Strait_of_Hormuz