The Gallium Gamble_ Navigating China's Control

About this episode

This episode discusses China's control over gallium supply and its implications for the U.S. semiconductor industry.

With China controlling over 98% of the world's gallium supply, the stakes couldn't be higher. The United States relies entirely on imports for gallium, primarily sourcing it from China, Canada, Germany, and Japan. This heavy dependence has raised alarm bells, especially after China's stringent export restrictions in August 2023. These rules weren't just minor adjustments; they caused serious supply chain disruptions and sent gallium prices skyrocketing, hitting a staggering $2,100 per kilogram by March 2026—a 123% jump since early 2025. Gallium is more than just another metal; it’s a vital part of the semiconductor industry, crucial for producing components like gallium arsenide and gallium nitride wafers. In fact, around 79% of gallium used in the U.S. goes into these forms, employing it in applications ranging from smartphones to electric vehicles and solar panels. 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 supply
• China export restrictions
• semiconductor industry
• supply chain disruptions
• U.S. imports

Keywords

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

Mentioned in this episode

Organizations: China

Products: gallium, gallium arsenide, gallium nitride, smartphones, electric vehicles, solar panels

Places: United States, Canada, Germany, Japan

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