Making things worse, Ukraine is a critical supplier of neon and argon used in chipmaking. Ukraine produces 70% of the world’s supply of neon. Neon is used in lithography, which is a crucial step in the chip production process. Argon is used in etching, which is needed for producing semiconductors. Besides Ukraine, Russia supplies 35% of the U.S.’s palladium, a rare metal that is used for semiconductor production.Industry Week
The Russia invasion of Ukraine will disrupt semiconductor production in the United States and beyond. Finding alternative supplies of neon gas and palladium will also take time. Some suppliers are developing ways to recycle neon and other materials as a stopgap solution.
Ultimately, these material supply disruptions will prolong the shortages of many products, creating a perfect storm for escalating inflation worldwide....
Expect a New Wave of Supply Chain Headaches with Ukraine Crisis, Bevy of Other Issues
Christopher S. Tang | University Distinguished Professor and Edward W. Carter chair in business administration at the UCLA Anderson School of Management
https://www.industryweek.com/supply-chain/article/21234730/expect-a-new-wave-of-supply-chain-headaches-with-ukraine-crisis-bevy-of-other-issues
