It has been pointed out that an Iranian attack could halt helium production in Qatar, potentially impacting semiconductor production worldwide.

As attacks on Iran by the United States and Israel continue, Japan is also beginning to feel the effects, such as rising gasoline prices. In Qatar, production of liquefied natural gas and helium has been halted, raising concerns that this will affect semiconductor production worldwide.

Helium shortages becoming more likely | Helium | gasworld
https://www.gasworld.com/story/helium-shortages-becoming-more-likely/2174147.article/

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Iran has been carrying out attacks against neighboring countries in retaliation for attacks from the United States and Israel. On March 2, 2026, Qatar Energy, a state-owned company in Qatar, announced the suspension of production of liquefied natural gas and related products due to 'military attacks on its operating facilities.'

QatarEnergy to stop production of LNG
https://www.qatarenergy.qa/en/MediaCenter/Pages/newsdetails.aspx?ItemId=3892

The products whose production has been halted include helium, which is necessary for semiconductor production. According to a report by the U.S. Geological Survey , Qatar's helium production in 2025 is projected to be 63 million cubic meters, accounting for 30% of the world's total. The largest helium producer is the United States, with a projected production of 81 million cubic meters in 2025.

Helium is used to cool the heat generated during semiconductor manufacturing. Major semiconductor manufacturers TSMC and SK Hynix are said to rely on Qatar for nearly half of their helium consumption, and there are concerns that semiconductor production could be disrupted.

According to Phil Kornbrews, president of Kornbrews Helium Consulting, semiconductor manufacturers have long-term contracts for helium supply and have factored in the several weeks it will take to transport helium into their production plans, so semiconductor production will not be affected for the time being. However, he warns that if the blockade of the Strait of Hormuz continues for more than six months, it could develop into a serious situation.

Furthermore, it has been reported that AWS data centers located in the United Arab Emirates and Bahrain have already been damaged by Iranian attacks. In addition, Tasnim News Agency, which is under the umbrella of Iran's military organization, the Islamic Revolutionary Guard Corps, has described high-tech companies such as Google and Microsoft as 'new targets of Iran,' raising concerns that the situation may worsen.

Iran's Revolutionary Guard Corps declares it will target tech companies such as Google, Microsoft, and NVIDIA - GIGAZINE