Benchmark Lists Impact Of Russia-Ukraine Crisis On Semiconductor Industry

Benchmark analyst Mark Miller observed how the Russia -Ukraine crisis affected the semiconductor manufacturing industry.
Coherent Inc COHR and MKS Instruments Inc MKSI (MKS) felt the pinch as gas lasers producers, which play an essential role in semiconductor manufacturing.
ASML Holding NV ASML, the producer of excimer lasers used in EUV lithography tools, has also felt the pinch.
Semiconductor manufacturing efforts consumed ~75% of the worldwide neon supply. Interestingly, Ukraine provided ~50% of the world's neon, 70% of semi-grade neon, and about 40% of the world's krypton.
The gas supply crisis could boil down to the chip manufacturers and equipment companies, and automotive industries.
Miller has a Hold rating on Coherent and a Buy rating on MKS Instruments.
Price Action: MKSI shares traded lower by 3.87% at $145.93 on the last check Thursday.

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