Organization: Middle East conflict unlikely to impact helium supply, disrupt chip manufacturing.

Analysts at Bernstein said in a research report that the conflict in the Middle East is unlikely to affect helium supply and disrupt chip manufacturing. These analysts stated that despite Qatar's helium production accounting for one-third of the global total, businesses' inventories, underground storage, growth in Russian supply, and the increasingly deepening relationship between chip manufacturers and industrial gas companies should provide support. The analysts pointed out that in recent years, the growth rate of helium supply has been faster than demand, and Russia has increased its helium production due to its abundant reserves. They added that even in the event of a helium shortage, chip manufacturers would likely be given priority consideration, as semiconductor foundries are likely one of the least price-sensitive major application scenarios.