Posted 1/21/2024, 10:00:16 AM
China's Exports of Key Semiconductor Materials Plunge Due to Export Controls
- China's exports of gallium and germanium plunged in 2022 due to export controls, with gallium exports falling 67% and germanium exports dropping 8%
- China dominates gallium and germanium production, supplying over 95% and 60% of global output, respectively
- Exports to the US and Japan were hit hard, but germanium exports to Russia rose 78%
- The export controls are seen as retaliation for Western semiconductor export curbs on China
- Analysts expect China to add more critical materials to export control lists as tensions with the US continue