The memory shortage has nothing to do with Iran, it was happening months before
You're partially correct. Shortages occurred even before the attack on Iran, with AI data centers consuming vast volumes of DRAM and NAND flash memory. This was/is fueled in part by AI's massive appetite for high-speed storage. However, according to a statement from the company "Sony suspended the sale of memory cards due to the global shortage of semiconductors (memory) and other factors, including a helium shortage.".
The helium shortage affects memory card production in several ways, including directly by affecting the semiconductor manufacturing process. Helium is essential for chipmaking, as it is used for wafer cooling during the photolithography process and for leak detection in complex chip manufacturing. The shortage of helium, which is a byproduct of LNG, has been exacerbated by the war in Iran, which has disrupted the supply of this critical material.
The memory shortage has nothing to do with Iran, it was happening months before
You're partially correct. Shortages occurred even before the attack on Iran, with AI data centers consuming vast volumes of DRAM and NAND flash memory. This was/is fueled in part by AI's massive appetite for high-speed storage. However, according to a statement from the company "Sony suspended the sale of memory cards due to the global shortage of semiconductors (memory) and other factors, including a helium shortage.".
The helium shortage affects memory card production in several ways, including directly by affecting the semiconductor manufacturing process. Helium is essential for chipmaking, as it is used for wafer cooling during the photolithography process and for leak detection in complex chip manufacturing. The shortage of helium, which is a byproduct of LNG, has been exacerbated by the war in Iran, which has disrupted the supply of this critical material.