Wednesday, December 4, 2024

NYT: China bans exports of gallium, germanium other materials to the United States in retaliation

Via the New York Times, this news: 

China said on Tuesday that it would begin banning the export of several rare minerals to the United States, an escalation of the tech war between the world’s two biggest powers. The move comes a day after the Biden administration tightened Chinese access to advanced American technology.

The ban signals Beijing’s willingness to engage in supply chain warfare by blocking the export of important components used to make valuable products, like weaponry and semiconductors.

Sales of gallium, germanium, antimony and so-called superhard materials to the United States would be halted immediately on the grounds that they have dual military and civilian uses, China’s Ministry of Commerce said. The export of graphite would also be subject to stricter review.

China is central to many global supply chains, but it generally refrained from clamping down on its own exports during the first Trump administration, preferring instead to take more limited actions like buying soybeans from Brazil instead of the United States. But senior Chinese officials are worried that President-elect Donald J. Trump plans more stringent policies during his coming term in office.

According to the article, tungsten is among the "superhard materials." I don't know where those 1 inch tungsten cubes come from, but I suspect they're going to get more expensive. 

3 comments:

  1. I'm doing research on GaN right now, wonder if finding good substrates will become tougher. Seems that China accounts for 98% of global gallium production per a quick googling.

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    Replies
    1. Considering that gallium arsenide is used in high-frequency electronics, that could hurt!

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  2. So India will soon become the world's largest importer of these elements...as well as its biggest exporter of them.

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