Helium demand over the next ten year17 Feb 2026 18:38
How much could helium demand soar in the next ten years due to a.i
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Helium demand is projected to soar significantly over the next ten years, with analysts expecting global consumption to nearly double by 2035, driven largely by the massive surge in artificial intelligence (AI), data centers, and advanced semiconductor manufacturing.
The Oregon Group
The Oregon Group
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Key findings regarding the 10-year outlook (2025-2035) include:
Fivefold Increase in AI Chip Sector: Helium consumption specifically in semiconductor fabrication is expected to increase more than five-fold by 2035, driven by the need for advanced cooling and inert atmospheres in manufacturing chips for AI, 5G, and electric vehicles.
Total Demand Doubling: Global demand is expected to rise from approximately 176 million cubic meters in 2024 to over 322 million cubic meters by 2035.
Unmatched Role in Manufacturing: Helium is essential for the production of advanced semiconductor nodes (e.g., EUV lithography) used in AI GPUs, with no viable alternatives for specific cooling applications.
Data Center Growth: As AI data centers proliferate, the need for high-performance computing components—which require helium during manufacturing—is driving this demand surge.
IDTechEx
IDTechEx
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While supply is expected to grow, the rapid AI-driven expansion threatens to create chronic supply shortages and price volatility throughout the decade