# The Molecules That Make AI Chips Possible Are Being Made Next Door to the Fabs

- slug: the-molecules-that-make-ai-chips-possible-are-being-made-next-door-to-the-fabs
- date: 2026-04-07
- category: Space & Aerospace

The plant runs at 30% capacity. That is not the problem. The problem is the helium stranded near the Strait of Hormuz, the Qatar force majeure, and the war that is making the chip industry desperate to localize supply chains it cannot actually control.

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