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Helium Shortage Update: April 9, 2026

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Market Byte 4.7.2026

On March 27, Sony Japan announced an ordering freeze for almost all of its CFExpress and SD memory cards, citing the ongoing memory shortage and other factors.

Market Byte 4.2.2026

Across IDMs, utilization remains below peak levels as suppliers prioritize inventory normalization, margin protection, and disciplined capacity management rather than aggressive fab loading.

Market Byte 3.31.2026

Texas Instruments, Analog Devices, and onsemi were the most requested IDMs for PMICs in the open market this month.

Market Byte 3.26.2026

Demand growth across active ICs continues to be increasingly driven by AI‑related infrastructure, with downstream impacts extending beyond compute into power, signal conditioning, and connectivity.

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