China restricts high-tech metals China is clamping down on exports of two silicon alternatives – gallium and germanium – from August. China is the world’s largest source of the two rare metals Applications: Semiconductores, integrated circuits, memory chips, microwave and 5G communications, artificial intelligence, radar, high-power laser and chemical catalysts Gallium is by-product of processing bauxite and zinc ores, germanium is formed during zinc production Imports of gallium and germanium from China ($millions, 2022) Japan 203.2 South Korea 171.2 India 166.6 Taiwan 85.8 Germany 76.7 U.S. 60.3 France 32.6 Russia 29.5 Netherlands 27.9 Malaysia 23.5 Rest of world 117.2 0 50 100 150 200 Rest of the world 2.00% Gallium production 430 tonnes (2022) China 98.00% 28.53% Germanium production 140 tonnes (2021) China 67.90% Sources: Center for Strategic and International Studies, U.S. Geological Survey © GRAPHIC NEWS