China's Gallium Grip_ The Semiconductor Showdown

About this episode

This episode explores the geopolitical implications of gallium production and its impact on the U.S. semiconductor industry.

Let’s dive into a topic that’s not just about chemistry but geopolitics—gallium. You might be wondering, what’s gallium and why should we care? Well, gallium is a rare metal that plays a crucial role in semiconductor manufacturing, and get this—China produces over 98% of the world’s gallium supply. That’s right, when it comes to this critical resource, they hold all the cards, and that poses a real challenge for the United States.The dependence is stark. The U.S. doesn’t even produce gallium. Instead, it relies entirely on imports, with China being the primary source, followed by countries like Canada, Germany, and Japan. But in 2024, China tightened the screws by imposing export restrictions on gallium. These restrictions didn’t just give a bit of a nudge; they sent prices soaring—by 123%—reaching an astonishing $2,100 per kilogram by March 2026. It’s like a wake-up call for the U.S. semiconductor industry, which is already grappling with a supply chain that’s feeling the stress. Become a supporter of this podcast: https://www.spreaker.com/podcast/conspiracy-theories-exploring-the-unseen--5194379/support .

People in this episode

Host: Michael Fortune

Topics covered

• gallium
• semiconductors
• geopolitics
• China
• U.S. supply chain
• export restrictions

Keywords

• gallium
• semiconductors
• China
• export restrictions
• U.S. imports
• geopolitics
• supply chain

Mentioned in this episode

Products: gallium

Places: China, United States, Canada, Germany, Japan

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