Now There's a Helium Shortage and It Affects More Than Balloons

Bullish:

• $HELIUM - Helium demand growing rapidly from semiconductors and emerging technologies while supply is constrained and vulnerable to disruptions.

  • “the new leading edge chips use 10 times more helium per chip than older technologies. So the helium demand from that sector is growing at roughly double the volume of silicon from that sector is growing.”

    Nick·10:36

  • “They're using this for quantum computing to keep things very cold. They're using it for nuclear fusion, for the superconducting magnets.”

    Nick·22:25

  • “prior to our company, the last new discovery of helium that was commercialized in North America was fifty years ago.”

    Nick·21:56

  • “there's only about 3,000 of these liquid helium containers in the world. They're highly, highly specialized”

    Nick·27:32

  • “if you're still using helium after four global shortages, you have to use helium.”

    Nick·42:18
• $SEMIS - Semiconductor manufacturing increasingly dependent on helium with 10x usage for leading edge chips and limited substitution options.

  • “the biggest demand source, which you've probably seen in the news a little bit, because of the events in Iran, is manufacturing semiconductors.”

    Nick·6:18

  • “the new leading edge chips use 10 times more helium per chip than older technologies.”

    Nick·10:36

  • “If you're a chip manufacturer, you have to shut down chip manufacturing, and that's, you know, the the dollar amount there is just tremendous.”

    Nick·46:56