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The White House advises chipmakers to diversify their supply chains in case Russia blocks US access to neon and palladium. It is reported by Reuters.
According to a report by Techcet, US semiconductor manufacturers are currently heavily dependent on materials of Russian and Ukrainian origin: more than 90% of neon comes to the US from Ukraine, and about 35% of palladium comes from Russia.
According to Reuters, members of the White House National Security Council have been talking to the semiconductor industry in recent days, actively urging them to switch suppliers. Some of them have already begun to review their supply chains, but warned that the new schemes will markedly increase the cost of semiconductors.
Techcet notes the severity of the problem, as orders for the chips are on the rise (and demand is projected to grow by 37% in the coming years) and their global supply is limited.
The neon used to make the chips is a by-product of the Russian steel industry. It is processed at the enterprises of Ukraine, from where it comes to the United States.
Source: Rosbalt

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