Ukraine produces about 70% of the world’s neon gas exports. While neon signs are now mostly antiques, it is a crucial component in semiconductor production. That kind of neon gas has to be refined to ultra-high purity. Two-thirds of it comes from a single factory in Odesa, Ukraine.
If those neon shipments should stop, analysts say global chipmakers probably have about eight weeks’ supply on hand. Then what? The industry is just now starting to recover from COVID-driven disruptions, which in turn affected production at a long list of downstream companies, especially automakers.
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