Are China’s export curbs on gallium and germanium a political symbol or a real threat? [update]

Two semiconductor metals with an industry-estimated combined global consumption of around 800 tonnes per year, and with critical uses in internet infrastructure, are casting a long shadow over the US-China trade and technology war while the industry wrestles with the potential implications of new export controls in China.

Buying activity for gallium and germanium metal was paralyzed on Wednesday July 5, the first full day of trading in the US after China’s Ministry of Commerce announced new export...


Solomon Cefai

Caroline Messecar

July 06, 2023

18:43 GMT