Kev tsim cov ntaub ntawv tseem ceeb rau kev tsim chip yog concentrated hauv Russia thiab Ukraine. Cov teb chaws no yog qhov chaw loj ntawm neon roj, lub laser siv los luam me me circuits ntawm silicon. Tsis tas li ntawd, cov hlau palladium siv nyob rau hauv lub tom ntej manufacturing theem kuj yog los ntawm ob lub teb chaws.
Analysts and industry consultants estimate that about a quarter to half of the world's semiconductor-grade neon gas comes from Russia and Ukraine, while about a third of the world's palladium comes from Russia. Potential shortages of these materials have sparked concerns among some analysts that an industry already struggling to meet red-hot demand could suffer a production hit.
Cov kev ntshai no yuav tsis tshwm sim, yam tsawg kawg tsis yog nyob rau lub sijhawm luv luv, ib feem vim tias kev lag luam tau cuam tshuam los ntawm kev thov thiab rov ua rau muaj kev kub ntxhov thaum muaj kev sib kis (ntawm lawv lub Hoobkas hluav taws kub nyhiab, khov hauv Texas, dej nag hauv Taiwan, lwm yam kev poob qis thiab cuam tshuam rau thoob ntiaj teb cov saw hlau) tau hloov kho txoj hauv kev uas lawv ua haujlwm. .
Thaum muaj kev kub ntxhov, cov tuam txhab lag luam tau txav mus rau hauv cov khoom siv sib txuas, qee zaum ntxiv lwm tus neeg xa khoom kom tau txais kev xaiv. Lawv khaws cov roj neon thiab lwm yam tseem ceeb nti- ua cov ntaub ntawv thiab tam sim no feem ntau muaj rau - lub lis piam mus rau peb - lub hlis khaws cia, Mark Thirsk, tus thawj coj ntawm Massachusetts tau hais tias{{3} }raws li tus kws pab tswv yim khoom siv hluav taws xob Linx Consulting Inc.
Infineon Technologies AG, a large German chipmaker that supplies the auto industry, said it did not expect an impact on production and said it had supply options. "Infineon has also increased inventories of potentially affected raw materials and noble gases," which include neon, a spokeswoman said.
The chip industry generally says it doesn't expect much pain. "If this could have happened 10 years ago, we would probably have suffered more than we do today," said Jimmy Goodrich, vice president of global policy at the Semiconductor Industry Association, a Washington, D.C.-based industry body.
For chip companies, Russia's annexation of Crimea (part of Ukraine) in 2014 provided an early experience in dealing with regional political uncertainty. Because the price of neon gas has risen, chipmakers are looking elsewhere for gas sources.
Thaum lub sijhawm muaj tus kabmob coronavirus, cov tuam txhab tau ua haujlwm los txhawb cov khoom siv tseem ceeb thaum muaj kev cuam tshuam kev thauj mus los thoob ntiaj teb. Tom qab ntawd, thaum Lub Ob Hlis Ntuj thaum ntxov, thaum Lavxias Thawj Tswj Hwm Vladimir Putin tau sib sau ua tub rog ntawm ciam teb Ukrainian, Tsev Dawb tau ceeb toom cov neeg tsim khoom lag luam tias kev tswj hwm xa tawm thiab lwm yam kev ua yuav ua raws li kev cuam tshuam, raws li ob tus neeg paub txog qhov teeb meem. Ib tus thawj coj Biden tsim kev sib raug zoo nrog cov tuam txhab chip thaum lub sij hawm muaj teeb meem ntawm cov khoom siv semiconductor.
Tsis ntev tom qab qhov ntxeem tau, Tebchaws Meskas tau txiav txim rau Russia, txwv tsis pub muag cov chips thiab lwm yam thev naus laus zis rau Lavxias kev lag luam kev lag luam. Thaum cov kev txwv tsis tas yuav tsum muaj chipmakers txwv txhua qhov kev muag khoom rau Russia, ntau tus tau ua tiav lawm, suav nrog cov thawj coj hauv khw Intel Corp, Nvidia Corp thiab AMD. Cov kws tshuaj ntsuam hais tias Russia tsis yog lub lag luam loj rau chipmakers.
While company officials say they are well-prepared, that's not to say an already stretched industry isn't without risk.
Yawg Thirsk ntawm Linx Consulting kwv yees tias cov chipmakers muaj cov neon txaus hauv lawv cov chaw thiab cov roj xa hluav taws xob los txhawb kev lag luam rau txog rau lub hlis. Tom qab ntawd, cov kws tshuaj ntsuam hais tias, cov nqi tuaj yeem nce siab, raws li lawv tau ua thaum Russia tau koom nrog Crimea hauv xyoo 2014, coj cov khoom lag luam ntawm cov khw muag khoom los ntawm 25 xees ib liter mus rau 5 ib liter. qis dua - cov neeg siv khoom siv roj av -- xws li lasers siv hauv kev phais qhov muag -- tuaj yeem khov ua ntej muaj peev xwm tsis txaus los mus rau kev lag luam semiconductor tau txais txiaj ntsig ntau dua.
IPG Photonics Corp., ib lub tuam txhab US -raws li lub tuam txhab uas muab cov khoom siv kho qhov muag rau kev lag luam suav nrog kev tsim khoom semiconductor, tau hais rau lub lim tiam dhau los tias US kev nplua yuav ua rau cov sij hawm ua cov hmoov txhuas thiab cov nqi xa khoom rau cov khoom lag luam uas cuam tshuam nrog kev ua haujlwm hauv Russia. , lub tuam txhab muaj txog 2,000 cov neeg ua haujlwm hauv Russia.
Even with a 10-fold increase in prices, neon is a small part of the industry's cost structure, Bernstein analyst Stacy Rasgon said in a note. The semiconductor-grade neon gas industry is estimated to be worth about 100 million a year, while global chip revenue exceeds 500 billion.