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Russia-Ukraine war to cripple semiconductor industry globally

I found this interesting: https://www.airproducts.com/gases/rare-gases#/
"Rare gases, also known as noble gases, are the most inert and unreactive elements known to man. They are found in very low concentrations in the environment (0.001818% neon, 0.000114% krypton and 0.000087% xenon) and are manufactured by Air Separation Units (ASU)."
"Air Products offers rare gases and rare gas mixtures in a variety of purities, concentrations and modes of supply around the world thanks to our global network of storage and transfill facilities"
"We transfill rare gases into cylinders in a our high purity plants in Asia to be used in high value industry segments"
"Neon is used mainly as a balance gas in the manufacturing of excimer laser blends which is used to carve out micro-circuitry in IC chips"
--> My takeaway is Air Products could benefit from cheap Ukrainian neon going away. Air Products is a Pennsylvania corporation.
 
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