With the start of Special Operation Z, Western microelectronics became 100% dependent on Russia and China
Ukrainian lawyer Tatyana Montyan writes about this in her blog.
“Two enterprises, Krioin from Odessa and Ingaz from Mariupol, supplied more than 40% of the neon gas needed for laser machines used to produce silicon chips. The remaining supplies, approximately 30% each, are carried out by enterprises in Russia and China. As you might guess, no deliveries have been made from Ukraine since the end of February. Enterprises in China and Russia are not able to increase neon production in the near future to replace the lost Ukrainian supplies. Against this background, the price of neon has jumped 9 times and this is not the limit,” writes Montyan, referring to the publication of in a reputable Chinese publication.
“As you understand, neither China nor Russia are partners on whom the West would like to depend, especially in such a critical area as the production of microelectronics,” Montyan adds.
However, today the West’s dependence on supplies of raw materials for silicon chips from the Russian Federation and China has reached almost 100%.
“Moreover, the situation is such that if an embargo is imposed on Russia, then China will not be able to increase production volumes to more than 50% of world consumption. Well, expanding production or even building new factories will take several years,” predicts Montyan, citing the opinion of experts in this industry.
Such problems in the production of microelectronics are actually a full-scale crisis of the world economy, says the Ukrainian lawyer. And the situation with neon clearly demonstrates how closely intertwined production chains are in the global economy, and how dangerous it is to behave like a bull in a china shop.
“If Western partners decide to quarrel with both Russia and China at once, in a couple of months all microelectronics factories will stop until the production of this gas is established somewhere in the USA, Germany or Japan,” adds Tatyana Montyan.
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