China has declared an immediate suspension of helium exports, citing that the renewed military conflict in the Middle East could worsen global supply shortages of the gas, which is essential for semiconductor manufacturing. The Ministry of Commerce and the General Administration of Customs confirmed the temporary ban, underscoring concerns over supply chain stability.
The ban covers all overseas shipments, with no exceptions or specific destination markets outlined.
The decision comes as global helium supplies face significant pressure due to the U.S.-Israel conflict with Iran, which disrupted production at a major Qatar facility and affected shipping routes through the Strait of Hormuz.
Helium plays a crucial role in semiconductor manufacturing for cooling and heat control and cannot be easily replaced or produced through alternative industrial methods.
China relies on imports for about 85% or more of its helium demand, with Qatar supplying over half of its recent imports. Although China has increased efforts to develop domestic helium production, it remains highly dependent on foreign sources. The export ban could further tighten global availability, as Chinese firms have become key intermediaries by importing helium from Russia and re-exporting supplies to markets such as Europe.
Analysts described the export ban as a defensive measure to secure domestic helium supplies for chip manufacturers, particularly as AI-driven demand increases pressure on memory production. Helium is essential for semiconductor processes, including wafer cooling, plasma etching, deposition, and lithography.
China’s helium imports declined by more than 10% year over year in the first five months of 2026, while exports continued to grow as global prices surged.
TRADE TECH | India Removes Import Duties on Smartphone and Electronics Components
