Toshiba Corp. said supply challenges for electronic components are unlikely to abate for another year as chronic shortages remain, while Russia’s invasion of Ukraine, a key supplier of chipmaking materials, may also have an impact.
“The sense of shortages hasn’t changed at all,” Hiroyuki Sato, the head of Toshiba’s devices unit, said in an interview. “We expect the current tight supply will last until March next year” at the earliest.
Ukraine is a major supplier of purified rare gases such as neon and krypton, both essential to making semiconductors. It accounts for almost 70% of the world’s neon gas capacity, according to TrendForce data. While some chipmakers have downplayed the impact of disruption from the war, it’s “clearly not positive,” according to Sato. read more here