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TradeTalk: 🐰 Anul iepurelui

Fata de varful inregistrat la sfarsitul lui 2020 sau la inceputul anului 2021, miliarde de dolari au fost sterse din capitalizarea bursiera a celor mai mari companii din Big Tech-ul chinezesc. Alibaba si Tencent, de exemplu, au pierdut 3/4 din valoarea de piata. La ce sa ne asteptam in 2023?

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Chip industry under threat with neon production set to fall off a cliff following Russia’s invasion of Ukraine (DE.VVSM) (IT.KSTR)

Neon is required for the lasers that are used in a chip production process known as lithography, where machines carve patterns onto tiny pieces of silicon made by the likes of Samsung, Intel and TSMC. These machines are produced by Dutch firm ASML. More than half of the world’s neon is produced by a handful of companies in Ukraine, according to Peter Hanbury, a semiconductor analyst at research firm Bain &amp Co.&nbsp

Neon is required for the lasers that are used in a chip production process known as lithography, where machines carve patterns onto tiny pieces of silicon made by the likes of Samsung (US.SMSN), Intel (US.INL) and TSMC.

russia ukraine war laser neon shortage threatens semiconductor industry 2022