Ukraine's two leading suppliers of neon, which produce about half the world's supply of the key ingredient for making chips, have halted their operations as Moscow has sharpened its attack on the country, threatening to raise prices and aggravate the semiconductor shortage.
Some 45 to 54 per cent of the world's semiconductor grade neon, critical for the lasers used to make chips, comes from two Ukrainian companies, Ingas and Cryoin.
An analyst said while estimates vary widely about the amount of neon stocks chipmakers keep on hand, production could take a hit if the conflict drags on.