The problem is high-quality hydrogen bromide, from the article.

"Critically, ICL’s hydrogen bromide gas production, including the semiconductor-grade output supplied to South Korean fabrication plants, is manufactured at the same Sodom facility where extraction occurs, meaning extraction and conversion infrastructure are co-located in the same vulnerable corridor."

The production facility is a real vulnerability but the shipping factor is overstated - total supply for silicone etching could be airlifted. It’ll be more expensive but not a crisis.