Ukraine supplies 70% of the world’s commercial volume of neon gas used in semiconductor processing
The price of neon rose 600% during the Russian invasion of Ukraine in 2014.
Foundry companies such as ASML, SK Hynix, Intel, GlobalFoundaries, and TSMC say that there are no major concerns for the time being as there is sufficient restraint currently secured.
Companies that have suffered supply chain difficulties due to the pandemic, etc. have already diversified their supply chains, so this dispute is not expected to have a significant impact.