All predictions · Technology

P217
Semiconductor production will be disrupted by helium and sulfur shortages from Iran war

What Jiang said

“Helium and sulfur are used for what? They're used for semiconductors...In other words this war in the Middle East it's impacting everything”

Analysis

Helium and sulfuric acid are used in semiconductor production for AI; Strait of Hormuz closure will disrupt these supplies.

Source lecture

• Game Theory #18

Status history

• 2026-05-23 · Pending (glm)

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