Ukraine Neon Supply
War-disrupted source of half the world's chip-grade neon
Ukraine historically produced a large share of the world's semiconductor-grade neon, purified from crude neon captured during steelmaking by firms such as Ingas (Mariupol) and Cryoin (Odesa). Russia's 2022 invasion halted or damaged this production, triggering a global scramble and price surge for lithography-grade neon. The episode became a defining case study in how a single conflict can threaten a niche but indispensable materials input for AI chips.
Key producers
Ingas (Mariupol), Cryoin (Odesa)
Share
~50% of global chip-grade neon pre-2022
Disruption
2022 Russian invasion halted output
How it fits the stack
Ukraine Neon Supply with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Ukraine Neon Supply in the AI stack. Ukraine Neon Supply with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 2 entities, 1 relationships
- Neon Gas —supplies→ Ukraine Neon Supply