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US-Iran War Disrupts Helium Supply, Threatening Tech Production

3/20/2026

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Story summary
  • The ongoing US-Iran War disrupts global helium supplies, threatening semiconductor production.
  • The Strait of Hormuz closure halts about one-third of world helium production, mainly from Qatar.
  • Samsung and SK Hynix warn that meeting demand is at risk from these supply chain issues.
  • U.S. and Algeria hold sizable helium reserves, though sourcing remains affected by Middle East tensions.
  • Prolonged shortages could lead to higher prices and production delays.