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On March 12, Bloomberg reported that, in light of worries about possible disruptions in the supply of vital materials like helium caused by the conflict, executives from hard - drive behemoth Seagate stated that the Middle East conflict wouldn't present a substantial obstacle to the technology supply chain in the short term. Seagate's Chief Commercial Officer pointed out that the supply chain's robustness could act as a cushion against short - term impacts. Nevertheless, if the disruption in helium supply lingers for over a few weeks, chip manufacturers might be compelled to allocate more production capacity to AI memory. This would further intensify the already dire memory shortage. At present, both Seagate and its rival Western Digital have completely booked out their hard - drive production capacities for 2026.
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