Chip wars: A sign of things to come?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Summary of events
- Impact on the wider markets
- China is responding to US, Japan and European export controls
- We have been here before. Concern around chip shortages is understandable.
- Consumption and trade with China is limited to a few key countries
-
Substitution and / or alternative sources of supply
- Gallium supply ex-China
- Gallium substitution
- Germanium supply ex-China
- Germanium substitution
-
Recovery and refining of gallium and germanium
- Gallium
- Germanium
-
Gallium and germanium end uses
- Gallium compounds
- Germanium compounds
Tables and charts
This report includes 2 images and tables including:
- Global production of primary gallium
- Exports of gallium products from China
What's included
This report contains:
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