Insightful commentary by Shanaka Anslem Perera on the disruption of Helium production due to the war on Iran and its effect on semiconductor manufacturing and semiconductor economies.

"Helium cools the extreme ultraviolet lithography systems that print transistors at 3 nm. It purges etching chambers of contamination. It tests wafer seals. There is no substitute. Without helium, the EUV machines that print every advanced chip on the planet stop."

https://substack.com/@shanakaanslemperera/posts
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More on Helium by Shanaka Anslem Perera -

"The war hit uranium first. Then oil. Then nitrogen. Then water. Then plastic. Then medicine. Then sulfur. Now helium. Eight layers. Each one deeper. Each one closer to the infrastructure that sustains modern civilisation. The chip that processes your data, the magnet that scans your body, and the rocket that launches your satellite all depend on an atom that leaves the planet when you lose it."

https://nitter.net/shanaka86/status/2034555938854846773#m
#UsPol
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