To be honest, that isn't my headline (I'll try to get that changed). The panel was less of a debate and more of a discussion. As is such, I don't think it's totally necessary to have non-Russians on the panel as all provided a valuable perspective. That said, half work in the US and one worked for an American company.
Solid state lighting - long term shortage of sapphire epitaxial substrates, and crystal growing equipment. Both Russia and Ukraine were big suppliers of synthetic sapphire. It is likely that mainland China will not join sanctions and will retain access to Russian suppliers, while the rest of the world not.
Epitaxy supplies – short term shortage with long term price rise on epitaxy chemicals which will impact foundries sourcing from Russia. Main victims will be smaller fabs around the world.
Non-CMOS epitaxy - some RF IC and PMIC companies may go out of business as last fabs capable of non-cmos processes will be sealed from access to global market. Russian Angstron and Mikron were, as far as I know, the last foundries capable of advanced non-cmos processes. Moreover, as a result of Mikron being recently acquired by Sinterra (a company dealing with Russian military), these services may be withdrawn from open market even earlier.
IT services - outflow of cadres due to draft in Russia, visa restrictions
Rare earths - delay or cancelation of mining projects in Russia will strengthen PRC's monopoly. This will deliver an impact on market speculators who were expecting an imminent loss of monopoly status by China.
Alloys and metallurgy – short term negative impact on supply of specialty alloys and high-end metallurgy services. Expect less magnesium alloy cased products. It will be a big boon for Indians and Japanese thought: it is likely to break an evident pricing collusion in between Russian and Chinese magnesium alloy suppliers.
Plastics and TPEs - price reduction as a result of Russia reducing feedstock chemical prices to mainland China producers
It seems to me that this article reinforces the fact that non-Western capitalism models from the successes of China and Russia can be successful alternatives.
I do gree with one observation the author makes on Russian innovation -nearly two decades ago when there were restrictions on exporting supercomputers to Russia, there were good innovations there on software improvements to high speed computing. This was to the extent that they more than madeup 50% of the improvements in speed in some numerical simulations examples to make up for the lack of access to faster hardware.