Shift: A podcast about mobility

Stephan Keese: ADAS features at risk from helium shortage

April 19, 2026·18 min
Episode Description from the Publisher

Stephan Keese, senior partner at Roland Berger North America, joins Automotive News tech and innovation reporter Molly Boigon on the “Shift” podcast to talk about how the Iran war is constricting the supply of helium used to manufacture for manufacturing semiconductors. He also says the shortage may push automakers further towards internal combustion engines and hybrids because they contain fewer advanced electronics that require chips.

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