The simpler explanation is that an industry insider who can publish a piece saying “helium shortage will mean the end of chip making as we know it” can get a lot more views and clicks than one who published “chip making will get mildly more expensive because one of the key ingredients is going to need to be sourced from farther away or from more expensive suppliers”. There is always an angle, whether it is clout, pumping the market, selling you something, etc. and when you are not an industry insider there is little you can do to understand where else you can buy the particular ingredient from so it sounds plausible.