Iranian attacks halted production at Qatar’s Ras Laffan facility. This site accounts for approximately one-third of the global helium supply.
Helium spot prices doubled following the disruption. Manufacturers require the gas for cooling and creating inert environments during semiconductor fabrication.
South Korean and Taiwanese chipmakers face high vulnerability due to their reliance on Qatari imports. Industry leaders TSMC and Samsung may face production cuts for smartphones and AI servers if shortages persist.