TSMC Helium Crisis: How the Persian Gulf War Put the World’s Chip Supply on an 11-Day Clock

TLDR: TMSC holds only 11 days of LNG reserve, the least of any major semiconductor economy on Earth. Helium from Qatar powers EUV machines that print every advanced AI chip at 3-nanometre scale globally. Helium spot prices have surged up to 100% since Iranian strikes shut down Qatar’s Ras Laffan complex. Two US carrier strike [...]

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