Lab3inet Consulting

Negative Impacts from War in Ukraine on Cloud and Data Center Industry:

* It significantly exacerbate the ongoing semiconductor shortage.

* Neon Gas shortage: Ukrainian companies Iceblick, Ingas, and Cryoin manufacture over 70% of the world’s neon gas supply.

* Neon is a gas used in semiconductor lithography, specifically deep-ultraviolet photolithography (DUV).

* The DUV process is used for transistors from 14nm to 248nm, including Intel’s Skylake and Cascade Lake processors.

* The last time the semiconductor industry experienced a severe neon shortage was in 2015/2016. That shortage was triggered by the Russian invasion of Ukraine’s Crimean region in 2014. Neon gas prices increased by 10x at the time of the shortage.

* Increase in cyberattack (supposedly from Russia)

Source: Omdia

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