A Gas That's Critical for AI Chips Faces Supply Crunch -- WSJ

Dow Jones03-25 20:12

By Evan Kivilcim, Yang Jie and Alistair MacDonald

Conflict in the Gulf region is hitting a key byproduct of natural gas production-the helium that is key to chip production.

Iranian attacks have affected helium production in Qatar, which is responsible for around a third of this market. That's led to a drop in supplies of the gas, according to chipmaker industry executives and the Institute of Materials, Minerals and Mining, a U.K.-based trade body that includes members from the energy industry

Marc Johnson, a microbiology and immunology researcher at the University of Missouri, said on X that his institute's supplier had warned that their supply of helium would be at least halved this year. Johnson couldn't immediately be reached for comment.

Helium plays an essential role in advanced chip manufacturing, cooling the machines that print integrated circuits, among other roles. A shortage would also hit healthcare and other industries. Liquid helium, for instance, is used to cool the superconducting magnets in Magnetic Resonance Imaging machines.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

March 25, 2026 08:12 ET (12:12 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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