📈 Data to start your week — Helium special
The Iran War’s unexpected front
Hi all,
The Iran War has created a chokepoint in the supply of helium, a byproduct of natural gas processing and LNG production that’s used in more than 20 steps of semiconductor fabrication. Headlines are making the helium situation sound apocalyptic for chips, but the reality is more nuanced.
Here’s what’s going on:
