伊朗“炸断”芯片氦气供应链！

Core Viewpoint - The semiconductor industry is facing significant supply chain risks due to the disruption of helium gas supplies from Qatar, which is critical for semiconductor manufacturing processes [2][4]. Group 1: Supply Chain Disruption - The helium supply from Qatar has been halted for 9 days due to attacks on its facilities, leading to a loss of approximately 30% of global helium supply [2]. - If the helium supply disruption continues for more than 14 days, it could force industrial gas distributors in South Korea to reconfigure low-temperature equipment, resulting in a recovery period that may last several months [4]. - South Korea relies heavily on Qatar for helium, with 64.7% of its helium imports coming from there, the highest dependency globally [4]. Group 2: Impact on Semiconductor Industry - The semiconductor industry in South Korea and Taiwan accounts for 36% of global semiconductor capacity, indicating that any prolonged helium supply disruption could trigger a chain reaction affecting the entire industry [4]. - Japanese semiconductor companies are also at risk, with predictions indicating that a depletion of helium inventories could severely impact the domestic semiconductor industry within six months [5].