According to the latest report, Moody’s, one of the three major rating agencies, said recently that the shortage of neon gas caused by the conflict between Russia and Ukraine will not have a significant impact on the semiconductor industry, because major manufacturers have reserved key raw materials for this risk in advance.
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At present, due to the impact of the Russian-Ukrainian war, the supply of some semiconductor raw materials, including neon gas, is tight. As the world’s major neon gas supplier, the two largest purifiers in Ukraine, Ingas and Cryoin, account for 45% to 54% of the world’s production.
Moreover, Moody’s also cited supply risks for metal minerals such as nickel and palladium in the region, although the impact on the most relevant automotive industry is limited.
