MARCH 16, 2022 – Semiconductor companies that rely on DUV technology, largely 10nm-class chips and above, will be hardest hit by the neon shortage driven by the War in Ukraine.
Several leading cloud computing providers and personal computing companies recently upgraded to using hardware dependent on these chips. Ongoing disruption in neon production will impact their ability to replace these chips in the future, and degrade their operations.
According to Expert Market Research, the semiconductor sector utilizes roughly half of the world’s neon output. Many semiconductor companies are expected to have sufficient emergency stock of Neon on hand to overcome a 2-3 month disruption. However, that will be impacted by a protracted conflict in Ukraine.
The alternatives to Ukrainian Neon are largely Chinese-based and could cause further reliance on China.
To learn more, schedule a demo with Exiger and we’ll send the full client alert and analysis to help you avoid these disruptions.