L5 · MaterialsMaterials⬦ Chokepoint

Neon Gas

The rare gas that fires DUV lithography lasers

Map

Layers as clusters, money as arcs, brand marks on the biggest stars

AI Intelligence Graph

Starting the view

Follows the graph · 1 entity

Full file coming soon. Neon Gas's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

Ask the graph

answers only from the graph's sourced facts, with citations

Forecast record

No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.

L5 Materials · Materials · chokepoint

Neon Gas

The rare gas that fires DUV lithography lasers

RSS
Links
4
Deals from filings
0
Exposed if it fails
3
14 within 2 steps
It depends on
1
1 within 2 steps

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

High-purity neon is essential to the excimer lasers inside DUV lithography scanners, and before 2022 Ukraine supplied roughly half of the world's semiconductor-grade neon (a byproduct of Soviet-era steelmaking, purified by firms like Ingas and Cryoin in Mariupol and Odesa). Russia's 2022 invasion knocked out much of that capacity and spiked prices, exposing a critical single-region dependency. Since then China, the US and others have expanded neon purification, easing but not eliminating the concentration risk into 2025-2026.

Key facts

from its map entry
Use
DUV excimer laser lithography
Pre-2022 supply
Ukraine ~half of semiconductor-grade neon
2022 shock
War cut Ukrainian output; prices spiked
2025-26 status
Diversified to China/US/Korea; still concentrated

Pick a link to move the graph there: · · ·

Connections4 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

1

Who depends on it

3

Compare two: what Neon Gas shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Data sources1 source

SourceFeedsData datedPulledPulled againStatus
AI Systems Map links4 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.