Server DRAM prices surged over 100% in Q1 2026 as AI demand consumed fabrication capacity. Then Iranian drones hit Qatar's Ras Laffan facility in March, taking 33% of global helium supply offline - and helium is irreplaceable in chip manufacturing.

The judge dismissed all seven of Tallman’s assertions, highlighting the improbability of his demand for a sweeping transfer of domain rights. Although Tallman was allowed to amend and refile some of his claims, the court firmly rejected his request for a declaratory judgment.