Moody’s: Major chip companies are unlikely to face an immediate helium shortage

They stated that inventory buffers, recycling, contract prioritization, and expanded storage capacity will limit any direct disruptions. They noted that in 2025, global helium supply will exceed demand, prompting major industrial gas companies to invest in reserve infrastructure to absorb excess production. They also pointed out, "If helium suppliers are forced to implement rationing, semiconductor manufacturers may receive priority allocation." They added that semiconductor companies are relatively insensitive to high helium costs, as helium accounts for less than 1% of their material costs.