The Hormuz blockade just cut off 30% of global helium supply.
Qatar's Ras Laffan cannot export. Samsung and SK Hynix are rationing helium. Chip fabs slowing down. MRI installations delayed across Europe. The AI boom is hitting a supply wall.
No Hormuz = no helium = no advanced chips. The war's hidden crisis:
https://newsgroup.site/hormuz-helium-shortage-chips-ai-2026/