South Korea faces the greatest vulnerability by a wide margin, with the Korea International Trade Association reporting that 64.7% of the nation's helium imports originated from Qatar in 2025. SK hynix claims it has broadened its helium providers and maintained adequate stocks, but the country's risk exposure remains substantial. Conversely, TSMC currently foresees no major impact, and Taiwanese research director Arisa Liu calculated the chip producer possesses sufficient helium for "multiple months."
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