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China blocks exports of helium, key for chipmaking, as Iran war squeezes supply

China has halted helium exports to protect domestic supply amid the Iran war, which is disrupting global helium production. The move creates acute supply pressure for chipmakers and semiconductor manufacturers globally.

This Wire brief sits within Fusion42's coverage of Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.

The Wire takeaway

Helium just became a war material. If you're making chips, cooling systems, or anything that needs cryogenics, your supply cost is about to spike and your lead times just stretched—China controls the export valve now.

Read the full story at apnews.com

Topics: Semiconductors · helium-supply · chip-manufacturing · export-controls · iran-conflict · supply-chain

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Verified 11 July 2026 · Sources: Fusion42 review