Linde plc - Ordinary Shares (LIN)

Linde (NASDAQ:LIN) reported record second-quarter sales and earnings per share, while expanding its sale-of-gas project backlog to a record $8.1 billion following a new U.S. electronics contract. The industrial-gases company also said it expects to start more than 20 projects during the remainder of

China, Russia, and Qatar export curbs have triggered a global helium shortage critical to chip fabrication, pushing prices higher and boosting suppliers like Linde PLC.

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The ceasefire may be precariously holding for now, but the strikes on Qatar earlier this year exposed a supply chain vulnerability few investors were watching: The AI boom depends on helium.

The conflict in Iran has disrupted the supply of helium, which is crucial to chipmaking and other industries.

Linde (LIN) Q1 2026 Earnings Call Transcript

A helium bottleneck, exposed by geopolitical tensions around the Strait of Hormuz, could quietly but meaningfully dictate the pace, scalability, and resilience of the entire AI-driven semiconductor supply chain.

The AI supercycle isn't breaking, and the real money is shifting to the companies powering a more expensive, geopolitically resilient supply chain.

The tech sector is only beginning to feel the impact of the helium supply shock.