Russia’s invasion of Ukraine by land, air and sea risks reverberating across the global chip industry and exacerbating current supply-chain constraints. Ukraine is a major producer of neon gas critical for lasers used in chipmaking and supplies more than 90% of U.S. semiconductor-grade neon, according to estimates from research firm Techcet. About 35% of palladium, a rare metal also used for semiconductors, is sourced from Russia.
A full-scale conflict disrupting exports of these elements might hit players like Intel , which gets about 50% of its neon from Eastern Europe according to JPMorgan.
Ukraine war could exacerbate global chip supply crisisRead More
