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

tomshardware.com

411–420 of 675 posts

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

#411

The US just finished divesting itself from its strategic helium reserve in 2024 due to the "Helium Stewardship Act of 2013"[1] But, now we have a strategic bitcoin reserve. [1] https://www.congress.gov/bill/113th-congress/house-bill/527

Financialization of everything is so funny to me, because even I, who is extremely stupid when it comes to big money stuff, can see not having state capacity on important stuff is insane. By that, I mean hard resources, materials, THINGS.

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

#412

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.

I bought a PC in early 2021 IIRC. It was good for the time and a good deal for a high end PC. IIRC it was $2800 and had a 6900 XTX. Last year I accidentally killed it. The CPU temps were higher than I'd like (~85C). the thermal grease can become hard and ineffective over time so I figured I'd replace it. Instead, it had become like cement and by twisting the AIO off, I snapped the socket on the motherboard.

This was an expensive mistake as I both looked into buying a replacement motherboard and CPU but that quickly gets to the price of a new PC. Paying someone to rebuild my PC is expensive and I'm beyond the age of wanting to fully remove a motherboard and effectively rebuild my entire PC myself. So I didn't know what to do with it.

Anyway, I ended up buying various alternatives like a NUC with 32GB of RAM, a laptop (with a 4080) and a Mac Mini. But I also ended up buying a new 9800X3D PC with a 5070Ti. Like I said, it was an expensive mistake.

But I decided for no particular reason to upgrade the (already good) 32GB of DDR5-6000 to 64GB with a $200 kit of DDR5-6000. This was in July I think. I also upgraded my laptop to 64GB for no readily apparent reason.

I recently checked and that $200 64GB kit now costs $950. SSDs are through the roof too but through complete accident I'm surrounded by about 5 PCs and a bunch of spare RAM. I don't see myself upgrading anytime soon.

I will say that there are some good deals (relative to current pricing) for combos including CPU, motherboard and memory or even some pretty good prebuilts.

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

#413
post #247

Earlier quoted context omitted.

I tried upgrading to 32 GB of RAM...but the bank offered me a mortgage instead...

I had a stroke of luck this week - I am due a new laptop at work, and ordered a new ThinkPad T14, as they have served me well in the past. Then IT calls back and says that I shouldn't configure one directly at Lenovo's website, as we are to buy them from a retailer instead. OK, can do - but they only stock a few models, and the one with the CPU and disk I had configured with Lenovo was only available with 64GB RAM at…

Yes I'm so glad I got a p14s with 64 GB of RAM in the fall

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

#414
post #331

Earlier quoted context omitted.

Commercial uses layered surge protectors (Type I, II, and III), which is also recommended for other users but rarely followed. In surge prone areas, at a minimum I would have good quality whole-house surge protector (eg Siemens 140 or Eaton 108), and a good quality surge protector strip for any computer/TV/phone charger. I also put surge protectors in front of expensive white goods like the fridge, washer/dryer, dish…

>In surge prone areas What areas are surge prone?

The California bay area, at least all the sides of it I’ve lived on. We currently have a whole house battery, whole house surge protector, a second surge protector, and a UPS between the router/nas/etc and PG&E.

It’s not good enough. At least the power stays on once the grid stops bouncing (or once I manage to log into the rebooting battery gateway computer to have it flip the “off grid” breaker, or go outside and flip the manual one by the meter).

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

#415

Step 1: Put the helium in a blimp Step 2: Fly around the straight and over to Taiwan Step 3: Pump it into the chip factory There you go, solved it.

You do realize helium is a byproduct of LNG production and if you’re not pumping gas you’re not getting helium? It’s not a transportation issue.

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

#416

Can someone explain why helium is used for these purposes, as opposed to some other noble gas? I think there's more argon (it's about 1% of the atmosphere) than helium so is helium somehow special, or is it just cheaper, despite being rarer and non-renewable?

Helium has the second highest [1] specific heat capacity (after hydrogen); it's significantly higher than that of even water. It's damn efficient at cooling or heating. With that, it's chemically inert, unlike hydrogen or ammonia. There's no reasonable substitute.

[1]: https://en.wikipedia.org/wiki/Table_of_specific_heat_capacit... (Sort by the third column.)

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

#417
In related news, diesel is $7/gallon, and peets coffee is $25/lb, and computers (hardware and cloud) are up 25-50%.

The official numbers claim 3% inflation. Does anyone actually believe that? We were seeing 30% YoY before Iran here in California.

The discrepancy is so large, I’m wondering if there’s an official explanation or some reasonable explanation, or if they’re just not bothering anymore.

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

#418
post #417

In related news, diesel is $7/gallon, and peets coffee is $25/lb, and computers (hardware and cloud) are up 25-50%. The official numbers claim 3% inflation. Does anyone actually believe that? We were seeing 30% YoY before Iran here in California. The discrepancy is so large, I’m wondering if there’s an official explanation or some reasonable explanation, or if they’re just not bothering anymore.

> We were seeing 30% YoY before Iran here in California.

We didn’t even see that across the board during the height of Covid-flation. What metrics are you using to get that number?

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

#419
post #271

It is not just oil and helium supply chains, it is nitrogen fertilizers also, and in a season when they are needed the most: https://www.science.org/content/blog-post/nitrogen-ammonia-a...

It’s going to be 90-100F in California next week.

Not sure how that impacts fertilizer demand, but it certainly screws up planting season.

The ground will be dry in a week or two, and they’re predicting the worst spring snowpack on record (after the wettest Christmas in Southern California on record).

Maybe someone else can use the fertilizer?

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

#420

Earlier quoted context omitted.

Lightning can mess you up in every country lol. Had to replace a PSU because of that, thankfully it was just that and minor damage to GPU.

Lightning damage is mostly an issue if the last-mile power lines are above ground. In my experience, power surges in urban areas with a decent grid are so rare that people generally don't bother protecting their devices.

> Lightning damage is mostly an issue if the last-mile power lines are above ground.

So 99.99999% of the world.

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