Helium shortage poses material risk to semiconductor fabs: onsite buffers are just 4-8 weeks despite corporate assurances of 6-month stockpiles. Distributors are rationing supply (Airgas cut 50% to non-priority) and declaring force majeure. Analysis of implications for fabless chipmakers like $AVGO: https://post.kapualabs.com/ynw4rams #Semiconductors #SupplyChain #HeliumShortage $AVGO