Helium supply risk re-emerges as a strategic threat to advanced semiconductor manufacturing
The greatest strategic risk does not appear to be an immediate shutdown of semiconductor production, but rather a gradual reallocation of scarce advanced manufacturing capacity toward the highest-margin applications
The ongoing geopolitical instability surrounding Iran and the Strait of Hormuz has renewed concerns over global helium supply security, particularly for advanced semiconductor manufacturing. While the semiconductor industry avoided immediate disruption during the initial phase of the crisis due to inventory buffers and contingency sourcing, the risk profile has shifted from a short-term logistics issue to a potential structural supply constraint if disruptions persist into the second half of 2026.
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