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Kevin Wolf, international trade partner of Akin Gump, who worked on export controls under the Obama administration, said the White House could tailor export controls to target specific strategic sectors, such as companies in the aerospace or shipping industry. products used by the Russian public, such as washing machines.

“They make it clear that they are not trying to take any action that would harm ordinary Russians,” Mr. Wolf said.

Andy Shoyer, co-head of Sidley Austin’s global arbitration, business and advocacy division, said the restrictions likely focused on semiconductors and semiconductor equipment. He said the new export controls the United States has imposed against Huawei have a strong reach when it comes to semiconductors, as even chips manufactured abroad are mostly manufactured and tested using machines based on American designs.

“It’s not just those physically exported from the US,” Mr. Shoyer said. “It can involve a significant amount of production because much of the semiconductor industry relies on US technology.”

The global semiconductor industry, plagued by shortages and supply chain disruptions throughout the pandemic, may face further disruption given Ukraine’s role in the semiconductor supply chain.

Stacy Rasgon, a senior analyst at Bernstein Research, said Ukraine is a key location for the purification of neon, a gas used in semiconductor manufacturing. While neon costs are only a small fraction of what semiconductor companies are paying, he said, “risking a potentially significant purification capacity feels somewhat ominous for an industry already struggling with shortages.”

A spokesperson for the Semiconductor Industry Association said the group is still evaluating potential implications for Russia and Ukraine’s roles as material suppliers. But he said Russia is not a significant direct consumer of semiconductors, accounting for less than 0.1 percent of global chip purchases, according to the World Semiconductor Trade Statistics organization.