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The shutdown of LNG production in Qatar has led to the closure of facilities that collectively produce approximately a third of the world's helium, affecting chip manufacturers that use helium in their production. Helium has no substitute for the...
... chip production process, and no other source can immediately replace Qatar's supply. A helium shortage could force chip manufacturers to deprioritize low-margin production, which would further strain memory resources for AI and worsen the already severe memory shortage.