Репост из: Red.Pill.Pharmacist
Chipmakers Need a Supply Chain That Avoids Ukraine
The crisis in Ukraine is a stark reminder of a major flaw in the chip industry’s global supply chain: single sourcing for critical supplies.
As Russia launched an all-out attack against Ukraine early Thursday, semiconductor makers and tech hardware manufacturers were confronting the prospect that a protracted conflict would interrupt the exports of neon gas, a relatively obscure yet vital component of the chipmaking process.
Ukraine is the leading global supplier of purified neon gas used in the majority of advanced chipmaking. Last week, Citi Research analyst Peter Lee warned that any military action in Ukraine could disrupt neon gas supply and interrupt global chip production. While some chipmakers are fortunate to have suppliers outside the region, others aren’t. According to Lee, makers of memory chips, which are used to store information in electronic devices, hold about six to eight weeks of gas inventory.
https://bloom.bg/3BRgfXI
@RedPillPharmacist
The crisis in Ukraine is a stark reminder of a major flaw in the chip industry’s global supply chain: single sourcing for critical supplies.
As Russia launched an all-out attack against Ukraine early Thursday, semiconductor makers and tech hardware manufacturers were confronting the prospect that a protracted conflict would interrupt the exports of neon gas, a relatively obscure yet vital component of the chipmaking process.
Ukraine is the leading global supplier of purified neon gas used in the majority of advanced chipmaking. Last week, Citi Research analyst Peter Lee warned that any military action in Ukraine could disrupt neon gas supply and interrupt global chip production. While some chipmakers are fortunate to have suppliers outside the region, others aren’t. According to Lee, makers of memory chips, which are used to store information in electronic devices, hold about six to eight weeks of gas inventory.
https://bloom.bg/3BRgfXI
@RedPillPharmacist