Qatar supplies a third of the world’s helium, according to the U.S. Geological Survey, but the nation had to halt production shortly after the war erupted three weeks ago.
Archived version: https://archive.is/newest/https://fortune.com/2026/03/21/iran-war-helium-shortage-qatar-chip-supply-chains-ai-boom/
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There will be a need for mass desoldering shops to transfer the ram ICs off of the datacenter boards and onto consumer ram wafers