US EditionThe Next Domino to Fall in the Strait of Hormuz Could Be… Helium? And It Might Spell Trouble for Chipmakers.
Qatar supplies about one-third of global helium, crucial for chip cooling; disruption from Strait of Hormuz conflict risks months-long semiconductor production delays.
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7 Articles
ANALYSIS | War in the Middle East is disrupting supply of key resources — and it'll only get worse each passing day
Rising oil prices are just the start. By blocking the Strait of Hormuz, global supply chains are at risk. For every day the war drags on, the list of product shortages grows. Shortages of fertilizer for farmers, critical minerals, and helium for semiconductor production are already being felt around the world.
The production chain of chips and microprocessors could also be affected by the war and the blockade of Iran into the Strait of Ormuz, warned Franklin Templeton Mexico. Luis Gonzali, vice president and co-director of Investments in the global asset management firm, explained that the Middle East area is high helium production, a relevant raw material for chip production. "The area is also high helium production and will tell me 'well, what about…
Seoul is particularly concerned with the helium, an essential material for the cooling of wafers (silicon plates)
Chain of production of chips and microprocessors may be affected by war and blockade of Go n to the Strait of Ormuz.
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