Helium Shortage Puts Semiconductor Industry at Risk

March 19, 2026 at 10:05 AM EDT

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Helium supply is tightening around the world as disruptions to the production of this critical gas in Qatar threaten industries that depend on helium. The production disruption was triggered by the Iran conflict.

The ripple effects of helium supply disruption would send shockwaves through the tech industry, with infrastructure projects like data center construction facing higher input costs, schedule delays, increased costs of power and many other shocks. Tech firms like Broadcom Inc. (NASDAQ: AVGO), for example, that derive revenue from supplying software solutions to clients in the data center, software, networking and…

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