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Angstrem: The Weak Link in the Semiconductor Supply Chain

Let’s start with the most strategic target. Angstrem is no ordinary factory. It is one of the few Russian semiconductor manufacturers capable of supplying the country’s military industry. Since 2022, the Russian military-industrial complex has been suffering from a chronic shortage of microchips, a direct consequence of Western sanctions that have cut off access to Taiwanese and South Korean suppliers. To fill this gap, Moscow has turned to its own industrial capabilities, of which Angstrem is a cornerstone.

And it was this factory, located in Zelenograd in the Moscow Oblast, that was struck last night. The SBU’s statement specifies that it has been subject to U.S. sanctions for several years. Striking Angstrem is not just about destroying a building. It is about slowing down the production of Russian-made Shahed drones, cruise missiles, and electronic warfare systems. It forces Moscow to draw even more heavily on its stockpiles of components smuggled in via China, Turkey, or the United Arab Emirates. It further deepens the structural deficit that is undermining the Russian defense industry.

The Moscow Refinery and the Fuel War

Then there is the Moscow refinery. It has been a recurring target of Ukrainian strikes for the past two years, but has never been hit with this level of intensity. The Moscow refinery processes approximately 11 million metric tons of crude oil per year, making it one of the country’s largest refining facilities. It directly supplies the Moscow region with gasoline, diesel, and kerosene for civilian and military airports.

Striking it is like striking the fuel of the Russian war machine. Russian tanks in Ukraine run on diesel refined at facilities like this one. The aircraft at the Khmeimim Air Base in Syria, the Su-34 fighters bombing Kharkiv, and the Tu-95 strategic bombers launching Kh-101 missiles at Kyiv—all depend on the Russian fuel supply chain. And since 2024, that chain has been steadily crumbling under the blows of Ukrainian drones.

A refinery burning in Moscow means tanks coming to a halt in the Donbas. The connection is invisible, but it is direct.

This content was created with the help of AI.

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