CHIPS Acts Highlight Helium as Hidden Bottleneck in Semis. Push

Aug 27, 2025

4 min read

The US and EU are pursuing different paths to rebuild semiconductor sovereignty – Washington through US$52.7bn of tax incentives and subsidies, Brussels via €43bn of state aid and coordinated R&D – but both programmes are fuelling a surge in fab construction that has exposed helium as a critical constraint.

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