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...
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... 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.
