Invaded by Russia since Thursday, Ukraine represents 90% of the production of neon, an essential gas in the production of semiconductors. On the Russian side, the country produces 35% of the world’s demand for palladium, a rare metal also found in processors and other components.
According to estimates by the research company , Ukraine thus supplies more than 90% of the American neon of semiconductor quality. Furthermore, approximately 33% of a rare also used for , comes from Russia. A large-scale conflict, in the as in its geographic scale, could curb exports of these items and hit giants like Intel hard, which gets about 50% of its neon from Eastern Europe, according to JPMorgan.
No shortage to expect
But, on the side of the industry ofit is considered “unlikely” that the exacerbate shortages. Russia is a small market for the industry and its invasion of Ukraine does not pose a threat to chip supply, according to the Semiconductor Industry Association.
« Although the impact of the new sanctions on . Additionally, the semiconductor industry has a diverse set of suppliers of key materials and gases, so we do not believe there are any immediate supply disruption risks related to Russia and the United States. Ukraine. »significant, Russia is not a significant direct consumer of semiconductors, accounting for less than 0.1% of global chip purchasessaid John Neuffer, CEO of SIA,
The annexation of Crimea had changed the game
Like ASML, which supplies machines to semiconductor makers from Intel and other IT giants like Samsung, the industry giants have diversified their suppliers since 2014 and. « We do not foresee any impact on our supply chainannounces outright Intel. Our strategy of having a diverse and global supply chain minimizes our risk of potential local disruptions. »
Same story at ., which has factories in upstate New York, Singapore and Dresden, Germany. ” We do not foresee any direct risk “said the company in a press release, which is pleased not to be dependent on suppliers from this region of the world.