The White House has asked the chip industry to prepare for a supply disruption in Russia

On February 11, sources said that the White House warned the chip industry to diversify its supply chain in order to prevent Russia from retaliating against the export restrictions threatened by the United States and preventing the acquisition of critical materials. Market research firm Techcet published a report on Feb. 1 highlighting the dependence of many semiconductor manufacturers on materials from Russia and Ukraine, such as neon, palladium and other materials. Techcet estimates that more than 90 percent of the U.S. supply of semiconductor-grade neon gas comes from Ukraine, while 35 percent of palladium comes from Russia. Members of the White House National Security Council have been in contact with people in the chip industry in recent days to learn about the availability of chip-making materials in Russia and Ukraine and urged them to look for other sources, people familiar with the matter said.