CHIPS Acts Highlight Helium as Hidden Bottleneck in Semis. Push
- AKAP
- Aug 27
- 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.