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China Blocks Exports of Helium, Key for Chipmaking, as Iran War Squeezes Supply
China’s chip industry relies on helium for wafer cooling and leak detection, and the country imports more than 85% of its supply, Reuters reported.
On Friday, July 10, 2026, China announced an immediate, temporary helium export ban, citing concerns that renewed Middle East conflict could trigger shortages of gas critical for chip manufacturing.
China imports over 85% of its helium, with Qatar supplying more than half of these imports in recent years, making the gas essential for semiconductor production processes like wafer cooling.
Beijing currently acts as an intermediary by importing Russian helium and re-exporting volumes to overseas markets, including Europe; this ban could significantly tighten global supply of the industrial gas.
Earlier this year, the U.S.-Israeli war on Iran disrupted global helium supplies, and this restriction aligns with Beijing's strategy to reduce dependence on Nvidia semiconductors by boosting domestic chip manufacturing.
Officials aim to prevent domestic material shortages through the helium measure, which follows Beijing's previous export restrictions on fuel, fertilizers, and sulphuric acid to mitigate risks from U.S. controls.