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Wednesday 20 May 2026
As Hormuz crisis hits South Korea, Arctic route gains strategic weight
South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran's...
Wednesday 13 May 2026
Middle East war triggers helium crunch, sends China gas prices up 10-fold

As the Iran war and the geopolitical uncertainty it has triggered continue to intensify, global technology supply chains are coming under...

Tuesday 21 April 2026
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
Wednesday 15 April 2026
South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions...
Friday 10 April 2026
Samsung and SK Hynix reportedly secure long-term helium contracts with US firms

Industry sources report that the recent supply concerns over semiconductor-grade helium triggered by the US-Iran conflict have eased,...

Sunday 5 April 2026
Samsung and SK Hynix to reportedly bolster helium supply chain as Iran conflict risks rise
Facing the risk of a prolonged Iran conflict, Samsung Electronics and SK Hynix have reportedly begun strengthening their helium supply chain management for semiconductor manufacturing...
Wednesday 1 April 2026
South Korean chipmakers stockpile helium, diversify supply beyond Qatar
South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government...
Monday 30 March 2026
2026 Global Helium Supply Crisis: Strategic Implications for Semiconductor and Storage Supply Chains

The global helium market is currently facing an unprecedented supply shock, driven by geopolitical instability in the Middle East. As of March 2026, disruptions at Qatar's...

Monday 30 March 2026
Chipmakers race to secure helium as tensions disrupt supply, prices reportedly up 50%

Semiconductor manufacturers are racing to secure critical materials as Middle East tensions disrupt supply chains, with the risk of production...

Monday 30 March 2026
SMIC accused of supplying chipmaking tools to Iran military, US officials say
SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...
Tuesday 24 March 2026
Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains
The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...
Tuesday 24 March 2026
Commentary: Trump's Middle East AI data center push under threat from Iran conflict
In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation...
Friday 20 March 2026
Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported operational disrupti...
Thursday 19 March 2026
China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

Friday 13 March 2026
War engulfs the Gulf: worst aviation crisis since Covid
The war in the Middle East has triggered the most severe disruption to Gulf aviation hubs since the Covid-19 pandemic, forcing airlines to suspend flights and reroute global travel...