Helium applications in electronics are a major and rapidly growing segment of the helium market, driven by its critical role in semiconductor manufacturing, cooling systems, and the production of fiber optics. The electronics industry is increasingly adopting helium for various applications, including semiconductor manufacturing and cooling systems [citation:MRFR]. Helium is used as a carrier gas in chemical vapor deposition (CVD), a key process in semiconductor fabrication, and as a coolant in plasma etching and other high-temperature processes. The growth in semiconductor manufacturing is a primary driver for helium demand, with the semiconductor segment projected to contribute to a substantial increase in helium consumption, potentially exceeding 20% of the total market share by 2025 [citation:MRFR].

The exponential growth in semiconductor fabrication for AI chips is one of the most significant factors currently reshaping the helium market [citation:MRFR]. Semiconductor companies rely on helium at multiple stages of chip manufacturing. As intricate machines etch tiny circuits onto thin wafers of silicon, helium cools them from below to maintain the right temperature. After the wafers are washed with chemicals, helium is used to flush out toxic residue . The increasing complexity and miniaturization of electronic devices require extremely pure and controlled environments, which helium helps to provide. Emerging applications in fiber optics also drive demand, where helium is utilized in the production of optical fibers to control the temperature profile and prevent contamination [citation:MRFR].

Asia's semiconductor supply chain faces rising risk from helium tightness, with TSMC, Samsung, and Intel unable to produce advanced processors without it . South Korea is especially exposed, with about two-thirds of its helium imports coming from Qatar . By 2035, the electronics segment is expected to be one of the fastest-growing application areas for helium, fueled by the relentless demand for more advanced and powerful electronic devices, the expansion of 5G and future communication networks, and the growth of the global data center industry [citation:MRFR].

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