Patrick Boyle mal wieder sehenswert. Er räumt mit dem irrationalen Optimismus der Aktienmärkte auf, denn LNG, Helium, Öl, Dünger und andere Güter werden auf Jahre knapp sein. #iran #Wirtschaft #chips

https://www.youtube.com/watch?v=0GGxyIA6Yr0

The War Is Going Great (According to the S&P 500)

YouTube

"A month into the war in the Middle East, an unlikely shortage of an irreplaceable gas is looming over the global economy.
Helium is a gas that is odorless, colorless and lighter than air. It is also indispensable to manufacturing the computer chips that power artificial intelligence, an important driver of U.S. markets and economic growth.

A byproduct of natural gas processing, helium is produced mainly in the United States and Qatar. When output in Qatar was halted this month, it cut off roughly a third of the global supply. The outlook worsened last week after Iran struck Qatar’s largest liquefied natural gas facility, damaging helium production lines that could take years to rebuild.

Without helium, leading chip makers, including Taiwan Semiconductor Manufacturing Company and South Korea’s Samsung Electronics and SK Hynix, could struggle to keep production lines running, with cascading effects for semiconductor-powered devices from Apple’s iPhones to Nvidia’s A.I. servers.

Helium may be best known for keeping balloons afloat, but its industrial uses are far more consequential. As the coldest liquid on earth, it cools superconducting magnets in M.R.I. machines. A shortage could ripple far beyond chip making, affecting everything from scientific research to space travel.

Semiconductor companies rely on helium at multiple stages of chip manufacturing. As intricate machines etch tiny circuits onto thin wafers of silicon, helium cools them from below to maintain the right temperature. After the wafers are washed with chemicals, helium is used to flush out toxic residue."

https://www.nytimes.com/2026/03/27/business/helium-chips-iran-war.html

#Iran #USA #Trump #Helium #Chips #AI #MiddleEast #NaturalGas

An Invisible Bottleneck: A Helium Shortage Threatens the Chip Industry

With a third of the global supply offline because of the war in Iran, gas companies are scrambling to assure critical A.I. chip makers there will be no disruptions.

The New York Times

Super Micro pasa del escándalo al juzgado: accionistas denuncian fraude tras el contrabando de GPU de IA a China

https://fed.brid.gy/r/https://elchapuzasinformatico.com/2026/03/super-micro-accionistas-denuncian-fraude-contrabando-gpu-ia-china/

Maybe I have too many 2764 🤪 and my hundred random TTL chips pad doesn't fit in the picture. #retro #picture #chips #ttl
El hércules de los chips de memoria SK hynix podría ayudar a poner fin a 'RAMmageddon' con una exitosa proposición pública auténtico en EE. UU. – ButterWord

SK hynix’s potential U.S. listing could raise $10-$14 billion to help it build more capacity, encourage others to follow, and end the 'RAMmageddon' memory shortage.

ButterWord
„Hochleistungschips mit europäischer Fertigungstechnologie realisierbar“: Statt in Fernost lässt Incirt aus #Aachen seine Raumfahrt-Chips lieber in Europa herstellen - bei Globalfoundries #Dresden
https://oiger.de/2026/03/27/hochleistungschips-auch-mit-europaeischer-fertigungstechnologie-realisierbar/197013
#22FDX #MultiProjectWafer #Raumfahrt #Chips #Datenwandler #foundry #Souveränität
@Incirt @Globalfoundries @siliconsaxony @wifoe Dresden @RWTH Aachen @DEDERICHS & REINECKE
„Hochleistungschips auch mit europäischer Fertigungstechnologie realisierbar“ - Oiger

Hochleistungschips in Europa machbar: Statt in Fernost lässt Incirt seine Raumfahrt-Chips lieber in Europa herstellen - bei Globalfoundries #Dresden

Oiger

What Happens in the #Arctic Won’t Stay in the Arctic : Medium

#Future #AI #Chips could be built on #Glass : Tech Review

Why #Cosmology seems to be caught in a #Vibe shift : New Sci

Latest #KnowledgeLinks

https://knowledgezone.co.in/resources/bookmarks

IA: Como a China está vencendo

Congresso dos EUA fica sabendo, enfim: Washington foi ultrapassada. Ao desprezar objetivos fantasiosos, e apostar em códios abertos, dados industriais de forma massiva e pequenos modelos de linguagem, Pequim driblou o bloqueio de chips. O que o Brasil pode aprender com isso

https://outraspalavras.net/tecnologiaemdisputa/ia-como-a-china-esta-vencendo/