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Report: Supply chain fluctuations emerge, South Korean chip giants urgently check helium inventories

Report: Supply chain fluctuations emerge, South Korean chip giants urgently check helium inventories

华尔街见闻华尔街见闻2026/03/12 23:01
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As a core industrial gas required for semiconductor manufacturing, helium is mainly extracted from liquefied natural gas (LNG). To prevent risks from escalating, major Korean chip companies such as Samsung Electronics and SK Hynix have conducted comprehensive inspections of their helium inventory status. Industry insiders in Korea pointed out that it is not easy to find alternative helium supplies in the short term, and expensive American natural gas may become an alternative option.
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