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The Russian-Ukrainian conflict is good for new energy and semiconductors

author:I'm a digital person

The outbreak of the Russian-Ukrainian conflict is behind the dark war of energy

The Russian-Ukrainian conflict is good for new energy and semiconductors
  • The Russian-Ukrainian conflict is the fire of the beautiful national arch, why does the German and French come out to extinguish the fire? Behind this is the dark war of energy, Germany and France need Russian gas, and the beautiful countries want to replace it, so that the EU will become more dependent on its energy.
  • The shortcomings of EU natural gas, the development of renewable energy is the only way for EU energy independence, new energy vehicles, photovoltaics, wind power three major energy fields, is the alternative energy to the leading energy transformation is to break through energy dependence, to achieve self-reliance of the inevitable choice.
  • This must be good for the mainland new energy, we are leading the world in both photovoltaic and battery, and exported to the outside world.

Europe and the United States impose semiconductor sanctions on Russia

The Russian-Ukrainian conflict is good for new energy and semiconductors

The U.S. "chip ban" will be the main sanctions weapon against Russia. If Western companies do not supply semiconductor products to Russia, the fast-growing Chinese semiconductor industry could benefit by supplying semiconductors to Russia. China can manufacture and supply most of Russia's analog, mixed-signal and power equipment, as well as microcontrollers that meet industrial, communications, automotive and military needs.

Affects the supply of semiconductor materials

The Russian-Ukrainian conflict is good for new energy and semiconductors

Helium, neon, argon and other gases and nickel, palladium and other rare metals mainly from the Russian-Ukrainian region; these gases are the key materials for semiconductor exposure and etching processes, and the Russian-Ukrainian conflict in addition to the possible impact of the export supply of semiconductor raw materials in Russia and Ukraine has the impact of price increases.