The Iran war is threatening supply of a little-thought-of resource — helium. What it means for markets

Helium supply allocations are being prioritized to end users with the greatest need, with semiconductor manufacturers placed "at the top of the pecking order," according to consultant Phil Kornbluth. The comment signals ongoing helium tightness that favors chipmakers over other users and could tighten availability and sourcing for non-priority industries.

Analysis

Helium supply allocations are being prioritized to end users with the greatest need, with semiconductor manufacturers placed "at the top of the pecking order," according to consultant Phil Kornbluth. The comment signals ongoing helium tightness that favors chipmakers over other users and could tighten availability and sourcing for non-priority industries.