Nomura's Wong on Russian-Ukraine's Chips Sector Impact

The video discusses the minimal impact of Russia on the global semiconductor industry, highlighting that Russia's role as a consumer is negligible. It also covers the Quad leaders' meeting to discuss Ukraine, the easing of chip shortages, and the demand outlook for semiconductors. The video evaluates the risks associated with Russia's supply of industrial gases for chip production, concluding that the immediate risk is low. It also touches on the implications of US sanctions on Chinese tech companies and analyzes constraints and pricing trends in the semiconductor industry.

What is the significance of Russia in the global semiconductor market?

• Russia is the largest producer of semiconductors.

• Russia's role is negligible in the semiconductor market.

• Russia is a major consumer of semiconductors.

• Russia's sanctions have a huge impact on the market.

What is the projected growth rate for the semiconductor industry in 2022?

• 5%

• 9%

• 12%

• 15%

How did the 2015 disruption in neon supply affect chip production?

• It increased the cost of chip production.

• It caused a major halt in production.

• It had no significant impact on production.

• It led to a global shortage of chips.

What is the current assessment of the risk to chip production due to industrial gas supply from Russia?

• High risk of production halt.

• Low risk with multiple sources available.

• No risk as Russia is not a supplier.

• Moderate risk with some concerns.

What is the potential impact of US sanctions on Chinese tech companies?

• Complete halt of operations.

• Increase in production costs.

• Immediate escalation of issues.

• No expected impact at this time.

When are the semiconductor constraints expected to ease significantly?

• By mid-2024.

• By the end of 2022.

• By the end of 2023.

• By mid-2023.

How are pricing trends expected to change as semiconductor shortages ease?

• Prices will significantly drop.

• Prices will increase sharply.

• Prices will fluctuate unpredictably.

• Prices will remain stable.