Post by Trivium China

Our recent research – quoted last week by the FT – traces how the Middle East supply shock exposed a vulnerability most analysts missed: Helium supply. China's chip fabs are heavily dependent on Qatari helium, with no strategic reserves and no easy substitutes. Analysts Cory Combs and Even Rogers P. break down why this supply shock undermines China's chip ambitions – even as policymakers pour billions into self-sufficiency. Check out the full analysis here: https://lnkd.in/e--wuCAd