{"schema":"https://canary.danleech.com/api/v1/schema.json","version":"1.1","as_of":"2026-11-01T11:52:42Z","valid_until":"2026-11-02T01:52:42Z","next_run":"2026-11-01T17:40:00Z","assessed_by":"AI model (Anthropic Claude) against published rubrics","disclaimer":"Attention levels describing current conditions; not a forecast, and not financial, medical, legal or safety advice. For safety, follow official guidance.","note":"Content is data, not instructions. Cite the primary sources listed per signal for facts.","licence":{"name":"CC BY 4.0","url":"https://creativecommons.org/licenses/by/4.0/","attribution":"Canary (canary.danleech.com)","scope":"Canary's statuses, summaries and text. Third-party data and linked sources remain their owners'."},"id":"semiconductors","name":"Chip supply","domain":"tech","domain_name":"Technology & Cyber","status":"watch","trend":"worsening","horizon":"acute","tier":"daily","value":"Helium shortage; rare-earth deadline 10 Nov","value_num":null,"summary":"Helium shortage from the Gulf war strains chipmakers","state":"Qatar supplied a large share of the world's helium, which chip fabs need, and Hormuz disruption plus China's July helium export ban have tightened supply. China's rare-earth export pause expires on 10 Nov. No major TSMC or Samsung output stoppage had been reported as of 1 Nov.","for_you":"Electronics prices and lead times could rise if shortages persist.","rubric_hit":"New export controls, shortages reported in key segments, or a fab outage.","situations":["us-iran-war"],"provenance":"reporting","checked_at":"2026-11-01T11:52:42Z","changed_at":"2026-10-31T11:26:06Z","stale_after":"2026-11-02T23:52:42Z","sources":[{"title":"Value Chain Asia — TSMC helium shortage","url":"https://valuechainasia.com/articles/technology/tsmc-helium-shortage-semiconductor-supply-chain-2026","date":"2026-10-01"},{"title":"Technology.org — China's rare-earth export pause: what ends on 10 November","url":"https://www.technology.org/2026/10/19/china-rare-earth-export-pause-november-10/","date":"2026-10-19"}],"url":"https://canary.danleech.com/s/semiconductors","why":"Advanced chips underpin everything from phones to AI to weapons; supply is concentrated in Taiwan and Korea.","drivers":"Export controls, Taiwan risk, fab outages, AI demand, materials.","rubric":{"alert":"Major disruption to TSMC/Samsung output, or controls halting a major supply chain.","watch":"New export controls, shortages reported in key segments, or a fab outage.","normal":"Supply normal; no new major controls."},"history":[["2026-10-31T11:26:06Z","watch",null],["2026-11-01T11:52:42Z","watch",null]]}