Helium stocks of South Korea's chipmakers to last until June, sources say

Group 1 - South Korea has sufficient helium stocks to last until at least June, alleviating concerns over supply disruptions due to the Iran war [1][4] - The prices of helium have increased sharply following disruptions in natural gas processing in Qatar, the largest supplier of liquefied natural gas [2][5] - Samsung Electronics and SK Hynix, which account for approximately two-thirds of the global memory chip supply, have four to six months of helium inventory [4][6] Group 2 - Companies are paying premiums to secure helium inventory, primarily from the United States, with securing stock being the top priority despite price increases [3][5] - The helium supplier sources from both the United States and Qatar, which helps mitigate the impact of disruptions in Qatar [5] - Taiwan has reported stable helium supplies, but some companies in the chipmaking supply chain are beginning to feel production impacts [6]