Helium stocks of South Korea's chipmakers to last until June, sources say

South Korea has sufficient helium stocks until at least June, per two sources, and the industry minister ruled out any first-half supply disruptions. The comments allay concerns that the Iran war could interrupt helium supplies—the gas is critical for semiconductor chipmaking—reducing near-term supply risk for Korean chipmakers.

Analysis

South Korea has sufficient helium stocks until at least June, per two sources, and the industry minister ruled out any first-half supply disruptions. The comments allay concerns that the Iran war could interrupt helium supplies—the gas is critical for semiconductor chipmaking—reducing near-term supply risk for Korean chipmakers.