https://apnews.com/article/iran-chips-semiconductor-helium-exports-war-fe934332f7c83bb722ca87db22cd57d0

    Samsung Electronics and SK Hynix likely have several months of inventory, but it’s crucial that they accelerate efforts to secure alternative sources, Lee said, as the war could drag on and potentially disrupt supplies of more materials beyond helium.

    Iran war, helium and AI trade
    byu/millerlit instocks



    Posted by millerlit

    1 Comment

    1. Watching $USEG for this reason. Has not made a move yet but lots of volume and one of the few Helium producers. We are all getting educated on oil byproducts like ammonia and helium. GLTA

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