Helium export limits by China and Russia spark concerns for semiconductor industry amid rising geopolitical tensions
China and Russia’s reported limits on helium exports are creating fresh uncertainty for the global semiconductor industry, with manufacturers facing the prospect of supply disruptions and higher costs.
As geopolitical tensions escalate, the availability of this critical gas has become a major strategic concern.
What does a helium shortage mean for chip production, global manufacturing and consumers?
Brad Gastwirth joins Ticker to unpack who stands to benefit, who stands to lose, and whether alternative helium sources can fill the gap before shortages worsen.
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