Semiconductor makers face supply crisis as helium shortage drives prices higher

10 articles · Updated · Barron's · Apr 30

Fighting in the Middle East has knocked out about a third of global helium supply, with spot prices doubling to $1,000–$1,200 per thousand cubic feet and Qatar’s Ras Laffan facility declaring force majeure.
Major chip producers like Samsung, SK Hynix, and TSMC have four to six months of helium inventory, but prolonged disruptions could threaten production and force companies to pay premium prices to avoid shutdowns.
US-based suppliers such as Air Products and Exxon Mobil are poised to benefit, while industrial gas giants reliant on Qatar must seek alternative sources; experts warn full market normalization could take years.

With Qatar's supply crippled, can US producers prevent a multi-year crisis for the global tech industry?

Could the AI boom grind to a halt without a secure supply of helium for its chips?

Beyond recycling, what innovations could free chipmakers from their critical dependency on helium?

Is the weaponization of resources like helium the new frontline in global economic warfare?

How will the helium shortage impact the availability of life-saving MRI scans in hospitals?