Interesting https://www.wsj.com/articles/russian-attack-on-ukraine-could-dent-chip-maker-supply-lines-11645837830?
Russian Attack on Ukraine Could Dent Chip-Maker Supply Lines: Much of the supply of neon gas and palladium—both needed to make semiconductors—comes from Russia and Ukraine. The upheaval comes amid already depleted chip inventories
Approximately 37% of the world’s palladium production comes from Russian mines, according to Techcet, and the metal is used in sensor chips and certain types of computing memory. A prolonged war could cause delays in shipping, driving up prices and pushing manufacturers to seek other sources of supply, possibly in South Africa, said Lita Shon-Roy, chief executive of San Diego-based Techcet.