Live data from Hacker News

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

tomshardware.com

421–430 of 675 posts

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

#421

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.

Nonsense. Deploy the SLS. Use the hydrogen tanks.

If the seals can hold hydrogen, helium should be easy for them.

/s

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

#422
post #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.

Yes, except for this one flaw it's a perfect plan which would have worked perfectly.

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

#423
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.

Entry level Dell servers that used to cost 1,700 US are now going for 17,000!!! I'm talking absolute basics with 16GB of memory etc. Wild times.

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

#424

Earlier quoted context omitted.

It’s super annoying. I’m salivating over all the new announcements but my M1 16GB 1TB will likely last another 5 years.

The SSD don't last forever, after about 3 to 4 years of daily use the drive/system should be replaced. At >5 years, one could hit retention issues and corruption losses. Good excuse to upgrade though, as a $1500 recovery bill would not be cool. Best regards =3

Never used a computer less than 8yrs and never had an ssd have an issue in that time.

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

#425

Freight rate volatility is one of the most underappreciated risks in physical product businesses. During the 2021-2022 shipping crisis, ocean freight from China to the US West Coast hit $20k+ per container — a 10x jump that wiped margins for importers who hadn't hedged. Air freight as a backup is worth keeping in your model even if you never use it; knowing your break-even point at air rates tells you a lot about pro…

How would you model your business like this? Like what tools / literature can you recommend?

There was a lot written about this in the 1990s during the rise of globalization and just in time supply chains.

Basically, you build a big warehouse and keep it full when prices are below projection.

This is equivalent to investing capital at a negative interest rate, so it’s not done anymore. Instead, the system is designed to pass supply shocks on to the consumer when possible.

I’ve noticed the local grocery stores have started replacing shelf price tags with little computers so they can reprice food in real time. (And hire fewer stock people),

Anyway, the keyword you want is “just in time supply chain”.

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

#426

Earlier quoted context omitted.

Wouldn't another alternative be to renew the authorization to sell? This doesn't seem much different from just deciding to sell it.

Republicans believe that the federal government shouldn't be involved in it at all. So a reauth bill would effectively be DOA. But yeah, that would make more sense.

> Republicans believe

So frustrating when every conversation leads to R vs D. Doubly so in this situation since both bills that got us to where we are today had overwhelming BIPARTISAN support and were signed into law by presidents Clinton and Obama…

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

#427

Helium output from the Persian Gulf is about 5 million cubic meters a month. Which (liquefied) is about 40 truckloads a week This article is just hysteria

Removing 30% of the supply of a very important, and completely irreplaceable for most of its uses, resource isn’t hysteria.

The point is it doesn’t take giant tankers going through the Strait of Hormuz to move this volume. It could be handled by tanker trucks going to Suez….

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

#428
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.

This administration is America slitting its wrists.

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

#429

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 got to get me some new surge protectors and not the cheapies. maybe a small ups.

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

#430

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…

Are you in an area with a bad electrical grid or something? In 40+ years I've never had a single device get fried from a surge/storm. My "surge protector" power strips are from the 90s and probably don't even work.

If your close neighbours have surge protectors then you benefit little from installing your own.
Post reply on HN