Menu

Russia-Ukraine conflict: Illuminating the neon supply impact on the semiconductor industry

Insights
War In Ukraine

Neon is used for the manufacturing of mature process nodes, which are already under supply chain pressure. The reduction in gas supply will likely lead to higher neon prices but will this cause any significant supply shortages of semiconductors?

The supply chain and technology team of IHS Markit has been monitoring the Russia-Ukraine crisis to closely assess its impact on the already challenged automotive semiconductor supply chain. It is anticipated that the semiconductor grade neon supply from Ukraine may discontinue but there don’t appear to be signs that this will cause a significant impact on the automotive semiconductor supply. For example, AMSL, a lithography equipment manufacturer, sources less than 20% of its neon from Ukraine. Intel, GlobalFoundries and UMC have all said they anticipate little impact but are looking at alternate sources.

Thank you for visiting IHS Markit AutoTechInsight.

*A subscription to News & Analysis includes four IHS Markit-selected sector-specific analytical pieces per month. Access to all analytic pieces across all domains comes with a subscription to All Services. Please click here to subscribe.

For a free daily listing of headlines with limited access please sign up here.

To get access to the AutoTechInsight full suite of services, please contact a sales representative by clicking here.

Already a subscriber? Please log in here

preload preload preload preload preload