NuAxiSemiconductor trade intelligence
[News] Under Qatar’s Shadow: Helium Crunch Hits South Korea Harder, Putting Samsung, SK hynix, TSMC in Spotlight
What happened
Spot helium prices surged up to 40% in a week due to attacks on Qatar's LNG export capacity, with analysts warning prices could reach $2,000/MCF. South Korea, sourcing 64.7% of its helium from Qatar, faces tighter constraints than Taiwan, which has diversified supply. 利多: Direct supply shock and price surge increase production costs and risk for memory and foundry operations, particularly in South Korea.
Impact and signal
High impactImpact score: 88/100
Affected components and suppliers
Semiconductor Gases
heliumshortageprice-hikesupply-chain-disruption
Source and time
Source: TrendForce · 3/22/2026 · View original source
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