A war reaching the semiconductor supply chain through an inert gas.
Development
Drone strikes keep 30% of global helium offline
Claim
QatarEnergy has not restarted helium production at Ras Laffan nine days after Iranian drone strikes knocked 30% of global supply offline, threatening fabs that depend on ultrapure helium for cooling and leak detection, while Musk said his terafab project launches this week.
Reported metric: 30% of supply
Reporting date: (not necessarily the event date)
Sources
Attribution and reporting linked by this record; links do not imply independent verification.
- Welcome to March 16, 2026 (theinnermostloop.substack.com)
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