April 1, 2026 /SemiMedia/ — South Korea’s helium inventory is expected to last through at least June, according to sources, easing concerns about potential supply disruptions affecting semiconductor production. Helium, an inert gas mainly used in chipmaking for cooling and process control, is considered a key material in advanced manufacturing.

The country’s industry ministry also said there is little risk of a supply shortage in the first half of the year, offering some reassurance to chipmakers that rely on helium for key manufacturing processes.

Market attention has been focused on the impact of tensions involving Iran, the United States and Israel. Disruptions to natural gas processing in Qatar, a major source of helium, have pushed prices higher in recent weeks.

A government official said major chipmakers, including Samsung Electronics, currently hold enough helium to cover near-term demand. Companies have been paying higher prices to secure supply, with a significant portion sourced from the United States.

Another source familiar with the supply chain said some manufacturers have built inventories covering four to six months of usage. The source added that supply from both the United States and Qatar has helped reduce the impact of disruptions in any single region.

Qatar is the world’s second-largest helium producer after the United States, accounting for nearly one-third of global output. Recent disruptions linked to regional tensions have raised concerns about tighter supply.