[kuzivaai]

The EUV lithography dependency is the one that worries me. MRI can reduce consumption 90%+ with zero-boiloff designs. Semiconductor fabs are moving in the opposite direction.. more helium per wafer as feature sizes shrink. That's not a recycling problem, it's a demand growth problem.

[khuey]

The good news (for the EUV fabs) is that they can outbid pretty much every other user of helium.