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Russia-Ukraine war: the semiconductor crisis risks escalating

According to a study, the war between Russia and Ukraine could further degenerate the semiconductor crisis.

The ongoing conflict between Russia and Ukraine risks having far worse consequences on the automotive front than previously envisaged. In fact, in addition to the scarcity of components directly used by the manufacturers, there is a scarcity of gas and raw materials crucial for the activities of the suppliers. More precisely, the war is causing new risks in terms of microchips, struggling for months with the difficulty of satisfying the growing demands of brands and now prey to further threats. The problem is raised by the consulting firm TrendDevice , which in its studio ends up dwelling on the scarce availability of argo, crypto, xenon and, above all, neon. The latter element is essential for the lithography machinery lasers used in semiconductor manufacturing. The point is that 70 percent of global supplies come from Ukraine .

In addition, a third of global supplies of palladium arrive from Russia, a chemical element necessary for catalytic converters and in some sessions of the creation of microchips . At risk there are also aluminum, cast iron, nickel and copper. According to TrendDevice reports, should the Russian-Ukrainian scenario degenerate further, the nickel supply will suffer consequences already in the short term, with an increase in prices and therefore pressure on the production factors of various segments of the automotive sector.

Easter holidays? Better better the car in time

“Tourists who this year are planning their holidays for Easter will have to book the car in time, only in this way will they be able to ensure availability”, points out the association, highlighting that “it could arrive when booking the own rental car.

For almost a year, the chip crisis has significantly slowed the production and availability of vehicles on the market, both for individuals and for short-term rental companies, but the situation has also worsened further for some commercial choices of the automotive industry. European Union, which is now putting new vehicles on the market with a dropper and is canceling or rescheduling the availability of cars and vans for the rental world. It is impossible, then, to make temporal forecasts on the end of this emergency, which will certainly also involve the summer period “ .