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Neon makes up 18 parts per million of the air around you — and it's a byproduct of steelmaking, not something anyone mines. For two years it quietly became one of the most concentrated chokepoints in the entire semiconductor industry.

#semiconductors #supplychain #chipshortage #geopolitics #manufacturing #neon #chinatech #ukraine #economics #explainer

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Chronicle Insights Media
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A gas that's essentially a waste byproduct of old Soviet-era steel mills turned out to be the hidden pressure point for the entire global chip industry — and the "crisis averted" story most people were told in 2022 only tells half of what happened next.

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