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Large chip companies so far predict limited supply chain disruption from the Russia-Ukraine crisis, thanks to raw material stockpiling and diversified procurement, but some industry sources worry about the longer-term effects.
The crisis has hit stocks of tech companies that source or sell globally on fears of further disruptions on the back of a year-long shortage of semiconductor chips.
Ukraine supplies more than 90 percent of US semiconductor-grade neon, critical for lasers used in chipmaking.
The gas, a byproduct of Russian steel manufacturing, is purified in Ukraine, market research firm Techcet said.
Thirty-five percent of US palladium, used in sensors and memory, among other
Large chip companies have said they expect limited supply chain disruption for now from the Russia-Ukraine conflict, thanks to raw material stockpiling and diversified procurement, but some industry sources said there could be an impact in longer term.
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