Helium, Bromine, and Solvents: Hormuz Blockade Disrupts Semiconductor Supply Chain for Samsung and TSMC (xataka.com)

• Strait of Hormuz blockade cuts off critical semiconductor materials
• Helium shortage: Qatar's facilities destroyed, recovery years away
• Smaller chipmakers face severe risks; prices expected to remain high

"The Strait of Hormuz blockade, stemming from the Iran conflict, has halted supplies of critical semiconductor materials: helium, bromine, high-purity sulfuric acid, and solvents. Qatar supplied one-third of global helium but its facilities are damaged. Samsung and TSMC have several months of inventory, but smaller firms are vulnerable. Experts predict 12-18 months of disruption with persistent price increases."