カタールのヘリウム供給停止:半導体サプライチェーンを揺るがす「物理レイヤー」の時限爆弾 (English)
Qatar’s Helium Supply Shutdown: A “Physical Layer” Time Bomb Shaking the Semiconductor Supply Chain In an era where the explosion of AI computing has made GPU shortages the norm, we must look beyond mere semiconductor “design” or “demand.” A more fundamental risk is emerging: the depletion of physical resources. The supply shutdown in Qatar, the world’s second-largest helium producer, is a critically serious event. It is a situation that every tech player—from engineers to IT strategists—must recognize as “their own problem.” ...