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Drone strike on Qatar helium facility impacts global semiconductor industry.
A drone strike linked to Iran shut down QatarEnergy's Ras Laffan helium facility last week, cutting off about a third of the world's helium supply. TechSpot notes that helium is critical for manufacturing semiconductors, as it allows silicon wafers to maintain the extremely cold temperatures needed for etching and lithography. Tom's Hardware observes that South Korea, which imports 65% of its helium from Qatar, is particularly vulnerable to disruption.
There is no effective substitute for helium in chip manufacturing, and supply-chain disruptions could last for months. Gasworld quotes helium consultant Phil Kornbluth as saying, "My thinking is that however long the helium production shutdown lasts, we’ll need to add at least two months to sort out the logistics and truly get back to normal....Due to relatively long transit times between Qatar and its primary markets and high inventory levels going into the Middle East crisis, the physical market will not feel much in the way of supply deficits for several weeks. But spot prices have already spiked higher and at least one major supplier has implemented a pricing surcharge."

