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Qatar helium shutdown puts chip supply chain on a two-week clock

tomshardware.com

171–180 of 675 posts

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#171

I've developed a new fear of my 2025 desktop PC being damaged by a power surge or something, because it would cost at least $2K more to replace than I paid for it, assuming I can even find parts now. Compared to the rest of my adult life when I used to secretly pray for something to fail so I would have a reason to upgrade.

Silver lining: literally all Macs are a total steal right now.

Good Mac Pro models are still spendy, but the M3/M4 laptops are great if your software use-cases are met. =3

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#172

Earlier quoted context omitted.

Economically I expect it wouldn't be that pure, since it doesn't have to be that pure to provide lift, and party balloons are not trying to maximize lift.

Out of curiosity I did a minor amount of research to get an idea. Turns out that you are right, some balloon gas is 80%. Specifically, the "Balloon Time" tanks you can buy at places like Target say "not less than 80%" helium. On the other hand, I went to AirGas and a few other suppliers and they seemed to have 95%-97.0% helium gas as their definition for balloon grade.

Perhaps "balloon grade" here is not "party balloon grade". Weather balloons? Research balloons?

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#173

Earlier quoted context omitted.

The sale was completed in 2024.

I feel that as soon as the existential threat easened with the splintering of the Soviet Union, the US started doing some self-harming libertarian flavored shit to itself. In the 1980s, I assume getting rid of the "strategic reserve" of anything would have met more pushback, because of primal fear overriding greed.

Yes, Reagan was noted for his desire to avoid privatization of anything. /s

Kidding aside, the US has had libertarian pipe dreams for the better part of its history. The aberration was the New Deal period up until the mid 60s.

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#174

Earlier quoted context omitted.

Even the nation's #1 dingleberry Joe Rogan is now turning against Trump. Would be a great time for folks to start admitting they fell for it again.

I will dare to admit aloud that I think maybe the founders were making a rational choice when they decided that only certain citizens would have the right to vote. As awful as that sounds, there are halfway decent arguments in favor. Maybe not just restricting to white wealthy landowners, but sometimes I do wonder if we would benefit from a filter that adequately screens for people 1) with real skin in the game and 2…

> Maybe not just restricting to white wealthy landowners,

Some of those people are not white and/or not straight. They - very incorrectly - think that wealth will shield them from the sharp teeth of White Christian Nationalism. They should consult with the Log Cabin Republicans and women who voted for both Trump and enshrining abortion into their state's constitution on the same ballot.

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#175
post #98

I remember hearing somewhere on this site that medical imaging got pretty good at building systems that recycle helium. Does chip manufacturing not do this or are the losses at their scale are still large enough that you need a substantial constant supply?

The big problem is purity. Fabs use grade 5 and 6 helium where contaminants are 1-10 parts per billion. The infrastructure to get it that pure becomes very specialized and any time the helium goes through a process it picks up so much contamination that recycling it would require the entire purifying and quality control infrastructure for pressure or temperature swing adsorption.

Some fabs are starting to reuse helium in downstream processes but there’s only so much they can do without expanding their core competency into yet another complex chemical manufacturing process.

MRI machines don’t need high purity helium and the contamination doesn’t “gunk up” all the tools so it’s not an issue to recycle it there.

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#176
post #47

Earlier quoted context omitted.

Back then there were only two ships attacked in the straits, and one was an Iranian shadow fleet ship. I am not sure that is "closing the straits" in any shape or form

That's precisely how you close the straits; by making everyone scared to go through.

You don't even have to scare everyone. You just have to scare the insurers. Without insurance ships won't sail. The exposure is huge, so a small blip in risk makes all the modeling go kerplooie. Traffic stopped when the insurers said drop the anchors.

To restore traffic, we need that risk to return to previous levels, which requires diplomacy and trust. I don't expect resolution any time soon.

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#177
post #51

Aren’t there huge stockpiles of helium in the US? I can buy party sized tanks at Target or big tanks at the usual places like welding supply places.

Balloon gas is ~20% oxygen, so your kids don't go unconscious while doing the funny voices.

I believe that that's the stuff you buy in the shop, the non-refillable containers. If you buy a proper refillable balloon gas cylinder it's the higher grade stuff. Source: bought the shop stuff, got disappointed, bought the cylinder, happy.

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#178

This is, according to Hegseth, just something they planned for, since they knew what was going to happen.

I had an eye opening discussion with an IT admin who stated with a straight face that their “patching strategy was not to patch”.

They have a patch strategy! They considered requirements when deciding the strategy! They have a documented strategy, it’s just very brief. (“Don’t.”)

The Trump admin may have similarly thought about this issue for a few seconds, shrugged their shoulders and decided that this might force manufacturers to go on-shore.

You and I know it won’t, certainly not in the immediate future, which means massive disruption to industry, but that’s not the same as “no plan”.

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#179

Earlier quoted context omitted.

The sale was completed in 2024.

I feel that as soon as the existential threat easened with the splintering of the Soviet Union, the US started doing some self-harming libertarian flavored shit to itself. In the 1980s, I assume getting rid of the "strategic reserve" of anything would have met more pushback, because of primal fear overriding greed.

> We are going to do a terrible thing to you — we are going to deprive you of an enemy.

– Georgi Arbatov, Soviet political scientist, 1988

Re: Qatar helium shutdown puts chip supply chain on a two-week clock

#180

Lindsay Graham has an easy solution to this unnecessary conflict: send your sons and daughters. This whole administration is such a fiasco.

Lindsey Graham is a lying sack of shit. And I say that with his permission, since he’s on camera asking to be called out if he did exactly what they did with the Supreme Court not four years later.

I was not aware of this 'on camera' request. Does anyone have a citation?
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