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Dependency· Silicon · Link
Semiconductor-grade neon, Ukraine
Odessa, Ukraine46.48°N 30.72°E
computed criticality13/100
reading
≈45–54% of global neon (before 2022)
2022Fault line
The gas that feeds DUV patterning lasers came mostly from two Ukrainian plants. Production halted in February 2022; Mariupol destroyed. The market had to pivot to China.
↘Easing2030
Before 2022 Ukraine supplied 50-70% of semiconductor-grade neon, but by 2023 prices had returned to prewar levels thanks to stockpiles, reduced lithography consumption and new capacity (Linde/Texas, China, Korea): the concentration is easing.CSIS, 2024 ↗
Actors
Ingas (Mariupol)
Cryoin (Odessa)
Feeds 3
TSMC, HsinchuSilicon↗SK Hynix, IcheonHBM Memory↗Samsung, PyeongtaekHBM Memory↗Shocks endured
The invasion of Ukraine cuts off laser neonFeb 24, 2022 · epicentre↗Sources