Just like they did back in 2023, Ukraine has hit a Russian semiconductor fab with drones:
The fab they hit is the Bolkhov Semiconductor factory in Bolkhov, Oryol oblast.
According to this source (grains of salt in order):
The main areas of activity include the production of semiconductor devices, microelectronics, power electronics, diodes and diode assemblies, chips for switching power supplies, optoelectronic switches, and servo drives.
The company supplies products to at least 19 companies in the Russian military-industrial complex, including Sukhoi aircraft, Iskander and Kinzhal missiles.
Despite the fact that the plant is under international sanctions, it produces almost 3 million devices annually and employs about 700 people.
Ten units of UAVs have been confirmed to have reached the target area.
From the video, it’s hard to tell exactly what equipment was hit. Some sort of process machine on the left, and what look like individual microscope wafer inspection stations to the right. With ten drones I’m sure a lot more than what we see in this little snippet was hit.
Irrespective of whatever actually process equipment was damaged or destroyed, this fab is clearly toast. Even if they decided to rebuild (doubtful), it will be months and months to clean things up, repair the walls, floors, etc. And then you need to decontaminate everything and requal the machines, which is a huge pain in the ass.
I’m assuming all the machines in there were very old tech. For one thing, they don’t even build fabs with windows these days, since the temperature controls are so exacting. It’s not beyond the realm of possibility that replacements could be found for some of the process equipment, but if the hit something like a stepper or ion implanter, replacements for those are going to be extremely hard to come by under sanctions. I imagine that various international organizations are watching even used equipment sales. Maybe China has replacements, and maybe they don’t.
Even for trailing edge fabs, semiconductor manufacturing is an exacting process with tight tolerances. Every time Ukraine successfully attacks a Russian fab, it puts a big hole in Russia’s weapons pipeline that’s time-consuming and difficult to fix.