Helium supply cutoff = AI food shortage, the calculation is clear

Bijie News reports that Allianz Research says the Middle East crisis could trigger a surge in semiconductor prices. The organization notes that the risk of energy shortages caused by the Middle East crisis could drive prices even higher, since supply is already tight and highly concentrated. In addition, shortages of raw materials critical to semiconductor production—especially helium—could affect factories, which may lead to losses of more than $10 billion per month. Allianz Research adds that Qatar accounts for one-third of global helium production. Helium is an upstream input for artificial intelligence supply chains and is transported almost entirely through Gulf ports.