System - South Korean and Taiwanese chipmakers are vulnerable to

South Korean chipmakers - Samsung, SK Hynix - are the most vulnerable; they source 65% of their Helium from Qatar. Taiwan's TSMC - a virtual monopoly in the advanced chip space - will also be hit, but to a lesser extent. They buy 35%-40% of their Helium from Qatar. (4/8) Source: https://x.com/Aunindyo2023/status/2034484764217143776