The semiconductor industry is still feeling the effects of the COVID-19 pandemic, and now another uncertainty has been added to the uncertainties, the first reports of which appeared in the middle of the month.
The Russian special operation in Ukraine, which began on February 24, posed the question to industry participants: how this move and subsequent political and economic sanctions against Russia could affect the semiconductor industry? According to the source, the impact will be negligible.
“The semiconductor industry has a wide range of suppliers of basic materials and gases, so we do not believe that there are immediate risks of supply disruptions associated with Russia and Ukraine,” said John Neuffer, executive director and president of the Semiconductor Industry Association.
This opinion was supported by Intel. A spokesperson told Bloomberg that the company does not expect “(…) any impact on the supply chain. Our strategy of building a diverse global supply chain minimizes the risk of potential local disruptions.”
Ukraine is the world’s largest exporter of neon, a noble gas required for several steps in the production of semiconductor products. Companies such as ASML and Micron are among the largest buyers of Ukrainian neon; but they have announced that their accumulated stocks of neon and alternative sources of supply rule out any major impact that could be caused by damage to Ukraine’s production and logistical capabilities.
Source: ixbt
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