Pwodiksyon an nan matyè premyè enpòtan pou fabrikasyon chip konsantre nan Larisi ak Ikrèn. Peyi sa yo se gwo sous gaz lumineuz, lazè a itilize pou enprime ti sikwi sou Silisyòm. Anplis de sa, Paladyòm nan metal yo itilize nan etap nan manifakti pita se tou soti nan de peyi sa yo.
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.
Laperèz sa yo ka pa konkretize, omwen pa nan kout tèm, an pati paske endistri a te frape pa demann ak chòk repete pandan pandemi an (pami yo dife nan faktori chip, friz nan Texas, sechrès nan Taiwan, lòt kontretan ak dezòd nan). chèn apwovizyonman mondyal yo) te reyini fason yo opere. .
Nan mitan boulvèsman an, konpayi yo te deplase nan rivaj moute chèn ekipman pou, nan kèk ka ajoute founisè altènatif jwenn chwa. Mark Thirsk, patnè jere nan Massachusetts, te di: "Yo fè rezèv gaz lumineuz ak lòt materyèl ki enpòtan pou fè chip-e kounye a yo gen sis-semèn a twa-mwa stok). }konsiltan materyèl elektwonik ki baze sou 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.
Pandan pandemi kowonaviris la, konpayi yo te aji pou monte founiti enpòtan nan milye dezòd lojistik mondyal la. Lè sa a, nan kòmansman mwa fevriye, lè Prezidan Ris la Vladimir Putin te rasanble twoup yo sou fwontyè Ukrainian a, Mezon Blanch lan te avèti chipmakers ke kontwòl ekspòtasyon ak lòt aksyon ta swiv envazyon an, dapre de moun ki abitye ak pwoblèm nan. Yon administrasyon Biden bati sou lyen sere ak konpayi chip pandan kriz ekipman pou semi-conducteurs.
Yon ti tan apre envazyon an, Etazini te enpoze sanksyon sou Larisi, mete restriksyon sou vant chips ak lòt teknoloji nan endistri estratejik Ris yo. Pandan ke restriksyon yo pa mande pou chipmakers sispann tout lavant nan Larisi, anpil te deja fè sa, ki gen ladan lidè mache Intel Corp, Nvidia Corp ak AMD. Analis yo di Larisi se pa yon gwo mache pou chipmakers.
While company officials say they are well-prepared, that's not to say an already stretched industry isn't without risk.
Mr Thirsk nan Linx Consulting estime ke chipmakers gen ase lumineuz nan enstalasyon yo ak chèn ekipman pou gaz pou kenbe endistri a pou apeprè sis mwa. Apre sa, analis yo di, pri yo ka transande, menm jan yo te fè lè Larisi aneks Crimea an 2014, pran komodite a sou mache a plas soti nan 25 santim yon lit 5 yon lit. Konsomatè ki pi ba -marj gaz natirèl -- tankou lazè yo itilize nan operasyon nan je -- ta ka jele anvan mank potansyèl yo gaye nan endistri semi-conducteurs ki pi pwofitab.
IPG Photonics Corp., yon konpayi ki baze Ozetazini-ki founi konpozan optik nan endistri ki gen ladan fabrikasyon semi-conducteurs, te di semèn pase a ke sanksyon Etazini yo ta ogmante tan yo ak depans transpò pou pwodwi ki enplike operasyon li yo nan Larisi. , konpayi an gen anviwon 2,000 anplwaye nan Larisi.
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.