Monday, September 15, 2025

Semiconductor Industry Faces Uncertainty as China Tightens Gallium and Germanium Exports

China’s export controls on select gallium and germanium products— both vital components in the semiconductor industry— came into effect on Tuesday, signaling potential upheaval in international supply chains.

China, the world’s largest provider of these two metals, imposed the restrictions in early July, citing national security reasons and specifically highlighting the dual-use nature of these products for both civil and military applications.

As of August 1st, exporters must apply for specific export licenses for these goods— a process that is likely to take two months. Many traders are still in preparation to file applications, suggesting a further delay in the resumption of exports. This has sparked concern about the immediate availability of these metals outside China, leading traders to rely on existing stockpiles that might only last two to three months.

The export controls have also resulted in unexpected market reactions. The prices for gallium and germanium have soared, with gallium ingot at Rotterdam jumping 43.4% to $370 per kg and germanium ingot rising 9.1% to $1,473 per kg, according to data cited by Reuters.


Information for this briefing was found via Reuters. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

Video Articles

New Found Gold: The Strategic Maritime Resources Purchase

Amex Exploration: Revised Perron PEA Has INSANE Economics

Aris Mining: The Multi Billion Dollar Soto Norte PFS

Recommended

Northern Superior Expands Philibert With 350 Metre Step Out Testing 1.10 g/t Gold Over 25.5 Metres

Goliath Resources Hits 18.58 g/t Gold Over 5.00 Metres At Surebet

Related News

China Slams US As Iran Attacks Threaten Beijing’s $400 Billion Oil Pact With Tehran

The escalating conflict in Iran is eroding the value of China’s 25-year, US$400 billion Comprehensive...

Monday, June 23, 2025, 11:19:00 AM

China Signals Retaliation In Trade War Against US

China has released a new white paper titled “China’s Position on Some Issues Concerning China-US...

Thursday, April 10, 2025, 10:06:00 AM

Why Is A Chinese Bitcoin Farm In The US, Next To A Data Center Supporting The Pentagon?

Last year, a Chinese company embarked on the construction of a crypto-mining operation in Cheyenne,...

Monday, October 16, 2023, 11:32:00 AM

End of De Minimis Exemption Reshapes US-China Trade Dynamics

Chinese e-commerce platforms face dramatic cost increases following Friday’s expiration of the US de minimis...

Monday, May 5, 2025, 02:11:00 PM

Kyle Bass Makes Fearless Bet Against Hong Kong’s Currency Peg

Kyle Bass, who founded Hayman Capital Management and then made his mark when he bet...

Wednesday, June 10, 2020, 01:40:21 PM