Gate News message, April 17 — Multiple semiconductor manufacturers have responded to tightening overseas helium supply. On April 16, TSMC management stated in an earnings conference call that prices for certain chemicals and gases may rise due to Middle East tensions and other factors, potentially affecting profitability; however, quantifying the impact remains premature at this stage.
When contacted, SMIC’s investor relations team confirmed that the company has diversified helium supply channels and currently maintains normal supply levels. Samsung Electronics responded that it continues to advance supply chain diversification and has secured adequate inventory, expecting minimal near-term impact from Middle East conflicts. SK Hynix declined to comment on matters related to the current conflict.
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