Corporate media is talking about the disruption of oil supplies due to the blockade of the Strait of Hormuz, but, except for The Telegraph, hasn’t said a word about the disruption to global helium supplies.
The world has lost 40% of its helium supply since the start of the conflict in the Gulf, primarily due to supply disruptions from Qatar and Russia. The country most reliant on imported helium is China. Helium is a crucial component in the production of advanced AI chips and semiconductors.
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The world has lost 40% of its helium supply since the start of the conflict in the Gulf. Qatar, which normally supplies a third of the world’s helium (a by-product of natural gas production at its giant North Field), has not shipped any helium since the Iranian conflict began, and Vladimir Putin’s ban on helium exports outside the Eurasian Economic Union has further exacerbated the shortage.
According to an article published in The Telegraph on Tuesday, the shortage of helium supply is having a significant impact on the global digital economy and various industries that rely on the gas.
Helium is a crucial component in the production of advanced AI chips and semiconductors, as well as other high-priority applications such as nuclear power, advanced weaponry, aerospace, fibre-optic cables, quantum computing, and some laboratory and medical equipment.
There are no easy substitutes for helium, due to its unique properties, and it cannot be synthesised artificially.
The US is the world’s biggest helium producer, The Telegraph noted, but this does not shield the American people from the larger supply-chain consequences. China is particularly affected due to its heavy reliance on imported helium. “China has strategic stockpiles of everything but not for this one vital input,” The Telegraph said.
Impact on Semiconductor and AI Industries
“Industry cannot make advanced AI chips or semiconductors below 10 nanometres without ultra-high purity helium to cool the wafers and stabilise the plasma for etching. Even workhorse chips for cars and computers require lower-grade helium at 99.999pc purity,” The Telegraph reported.
The United States’ share of global semiconductor output has significantly decreased to 10% from 37% in the 1990s. Over 75% of the world’s semiconductors are currently manufactured in the Far East, with countries like Taiwan and South Korea relying heavily on Qatar for helium, which is essential for their semiconductor production.
According to Phil Kornbluth, the founder of Kornbluth Helium, companies are scrambling to secure helium supplies to feed the requirements of their AI fabs.
AI fabs, also called AI foundries or AI factories, are specialised computing infrastructure that industrialises the creation, training and deployment of AI models at production scale.
Because AI fabs cost so much to establish, they’re not going to be shut down due to a supply issue. To stay afloat, AI fabs will simply pay more for helium than anyone else, leading to a situation where billionaire technology brothers outbid others to hoard the scarce gas for AI expansion.
The effect of a helium shortage will be far-reaching: the semiconductor industry is hoarding its scarce supply for the most lucrative “AI fabs” while rationing helium for routine “mature-node” chips that play a bigger role in the day-to-day economy.
The shortage of helium is expected to have significant consequences, including a potential repeat of the chip shortage that shut down European car factories during the covid “pandemic.”
Piers Nash, the head of AI at Farmers Insurance, said AI companies reserve what they have for AI accelerators, high-bandwidth memory and advanced logic chips for data centres. There is less left for chips in cars, laptops and the consumer electronics that we all rely on.
And Sepp Müller, a Christian Democratic politician leading a task force on the Iran war in the German Bundestag, warns that the car industry could face big problems in the third and fourth quarters if semiconductor factories are unable to supply more chips.
Read the full article, ‘The next casualty of the Gulf war is already here’ by The Telegraph HERE.
Featured image adapted from ‘Smarter Sensors, Smarter Fabs: How Edge AI is Re-Architecting Semiconductor Manufacturing’, Semi, 2 March 2026
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Categories: Breaking News, World News
It will be interesting how it all plays out ,,
He who controls the Helium will control alot of important things that were listed in above article ,, Heck even cellphones re built using helium..
Besides the Data Centers , MRI machines in hospital , AI stuff , yeah it will be interesting how it turns out ,,
I Listened to King Charles speak the other day when he was at the dinner party yesterday Tuesday April 28 ,, and IF you really paid attention he proved the conspiracy theories of certain things, I forget his exact words but united states is controlled by England , United Kingdom , And The Bell king Charles gave Trump, Telling Trump ring the bell call anytime.
I don’t know to me it reenforces The Rothschild’s Family is friends or controller of Trump…
You are so right when you say the “United States is controlled by England, UK”. It would be more accurate to say by the Square Mile in London.
Regards helium, how do you think they keep all those satellites up there?
Your last sentence cracked me up Islander….
City of London
Washington DC
Vatican
Hi Rhoda,
Don’t you think this is being overplayed.
Quite a few years ago, I was an Instrument mechanic, working at a Power Station.
We managed to keep the station running without chips.
Tesla managed to invent Electric cars over 100 years ago, without chips.
Plus, most of the chips have ‘ back doors ‘ built in, so Israel can use them without you knowing.
Hi Dave Owen, I think that if the US is the world’s largest supplier of helium, Qatar another one of the largest suppliers can no longer supply because Iran has stopped it, and China is the largest importer – then, reading between the lines, could that be telling us a hidden truth about supply problems being created in the Strait of Hormuz?
I have never believed the corporate media story about oil shortages in the West because Iran closed the Strait. I don’t believe it because things have simply not added up. Additionally, I read somewhere ( I can’t recall where offhand) that China, which is the biggest importer of oil through the Strait, also uses abiotic processes to manufacture some of its oil (about 10-20% if I recall correctly). What’s to stop China ramping up its abiotic oil manufacturing?
I also believe the Globalists and Islamists are working together. Globalists, Islamists and Communists share many of the same goals (in fact Communism is a Globalist project, and I suspect Islamism is as well). Globalists are driving the AI/digital agenda to enable complete control over every aspect of all of our lives. Have the Globalists selected American-based tech companies run by their puppets to develop and run this AI/digital control grid system? Yes, I think so.
So for me, the helium story makes more sense as the main point, while oil is secondary. Is an orchestrated shortage of helium going to be used to shut down economies, reduce citizens to living a meagre existence (in 15-minute cities) while the AI control agenda marches rapidly forward? This fits in with the Globalists’ totalitarian plans – so this is why I dare to speculate about this possibility while considering oil to be the cover story (the limited hangout).
Why go for China? Just because the Globalists, Islamists and Communists work together, doesn’t mean to say at some point the Globalists won’t eliminate the Communists and Islamists, particularly if either one grows too big for their boots and makes a bid to be top dog in the one world government system – the Globalists won’t stand for any competition, they only support and keep people in position as long as it suits them. Have you heard of the book ‘Confessions of an Economic Hitman’? Read: Economic Hit Men Are the First Line of Defence for World Shadow Government
Anti Jewish/anti-Israel/anti-Zionist rhetoric is Globalist propaganda – it is a smokescreen to hide the Globalists’ true identity and agenda. If you want to know who is at the top of the Globalist pile, at the top of the global mafia, you need to start looking at European nobility – in particular the Venetian Nobles (in even more particular the Black Nobles) who have been continuously working on this plot since the fall of the Roman Empire. The involvement of one or two supposed Jewish families (who say they are Jewish but are not, and do lie) does not make it a Jewish/Israeli/Zionist plot.