AIChipMapExport Controls

China Gallium & Germanium Export Controls (Aug 2023)

China's Ministry of Commerce and Customs implemented export licensing requirements for gallium and germanium products, effective August 1, 2023. The controls cover 8 gallium-related items (including gallium metal, gallium nitride, and gallium arsenide) and 6 germanium-related items (including germanium metal, germanium dioxide, and germanium epitaxial growth wafers). Exporters must apply to the Ministry of Commerce for licenses, which are reviewed for national security and non-proliferation considerations. China produces approximately 80% of the world's gallium and 60% of its germanium, making these controls a direct leverage point over semiconductor and compound-semiconductor supply chains globally.

CN → US, NL, JP, KR, TWEffective: 2023-08-01China Ministry of Commerce (MOFCOM)Read more →
23
Companies cut off
19
At-risk downstream
5
Tiers in cascade
15
Chokepoint links severed

Company Cascade

⛔ Cut offAnthropic
AI CONSUMERS🇺🇸 US
⛔ Cut offApple
EDGE DEVICES🇺🇸 US
⛔ Cut offApplied Materials
EQUIPMENT🇺🇸 US
⛔ Cut offASML
EQUIPMENT🇳🇱 NL
⛔ Cut offAWS
CLOUD PROVIDERS🇺🇸 US
⛔ Cut offBaidu
CLOUD PROVIDERS🇨🇳 CN
⛔ Cut offCerebras Systems
CHIP DESIGNERS🇺🇸 US
⛔ Cut offCisco Systems
NETWORKING🇺🇸 US
⛔ Cut offGoogle Cloud
CLOUD PROVIDERS🇺🇸 US
⛔ Cut offGroq
CHIP DESIGNERS🇺🇸 US
⛔ Cut offIntel Foundry
FOUNDRIES🇺🇸 US
⛔ Cut offKLA
EQUIPMENT🇺🇸 US
⛔ Cut offLam Research
EQUIPMENT🇺🇸 US
⛔ Cut offMediaTek
CHIP DESIGNERS🇹🇼 TW
⛔ Cut offMeta
AI CONSUMERS🇺🇸 US
⛔ Cut offMicrosoft Azure
CLOUD PROVIDERS🇺🇸 US
⛔ Cut offMistral AI
AI CONSUMERS🇫🇷 FR
⛔ Cut offOpenAI
AI CONSUMERS🇺🇸 US
⛔ Cut offOracle Cloud
CLOUD PROVIDERS🇺🇸 US
⛔ Cut offSamsung Foundry
FOUNDRIES🇰🇷 KR
⛔ Cut offSumitomo Chemical
MATERIALS (JAPAN)🇯🇵 JP
⛔ Cut offTokyo Electron
EQUIPMENT🇯🇵 JP
⛔ Cut offTSMC
FOUNDRIES🇹🇼 TW
⚠ At riskAMD
CHIP DESIGNERS🇺🇸 US
⚠ At riskAmkor Technology
OSAT / PACKAGING🇺🇸 US
⚠ At riskASE Technology
OSAT / PACKAGING🇹🇼 TW
⚠ At riskBiren Technology
CHIP DESIGNERS🇨🇳 CN
⚠ At riskBroadcom
CHIP DESIGNERS🇺🇸 US
⚠ At riskDell Technologies
ENTERPRISE🇺🇸 US
⚠ At riskGlobalFoundries
FOUNDRIES🇺🇸 US
⚠ At riskIntel
CHIP DESIGNERS🇺🇸 US
⚠ At riskMarvell
CHIP DESIGNERS🇺🇸 US
⚠ At riskNTT
CLOUD PROVIDERS🇯🇵 JP
⚠ At riskNVIDIA
CHIP DESIGNERS🇺🇸 US
⚠ At riskOPPO
EDGE DEVICES🇨🇳 CN
⚠ At riskQualcomm
CHIP DESIGNERS🇺🇸 US
⚠ At riskRapidus
FOUNDRIES🇯🇵 JP
⚠ At riskSamsung Mobile
EDGE DEVICES🇰🇷 KR
⚠ At riskSMIC
FOUNDRIES🇨🇳 CN
⚠ At riskSoftBank
CLOUD PROVIDERS🇯🇵 JP
⚠ At riskUMC
FOUNDRIES🇹🇼 TW
⚠ At riskXiaomi
EDGE DEVICES🇨🇳 CN
✓ 3838 unaffected companies (shown for context)▾
✓ UnaffectedAlibaba Cloud
CLOUD PROVIDERS🇨🇳 CN
✓ UnaffectedArista Networks
NETWORKING🇺🇸 US
✓ UnaffectedArm Holdings
CHIP IP🇬🇧 GB
✓ UnaffectedByteDance
CLOUD PROVIDERS🇨🇳 CN
✓ UnaffectedCadence
EDA TOOLS🇺🇸 US
✓ UnaffectedCambricon
CHIP DESIGNERS🇨🇳 CN
✓ UnaffectedCoreWeave
CLOUD PROVIDERS🇺🇸 US
✓ UnaffectedCXMT
MEMORY (HBM)🇨🇳 CN
✓ UnaffectedDeepSeek
AI CONSUMERS🇨🇳 CN
✓ UnaffectedEntegris
MATERIALS (JAPAN)🇺🇸 US
✓ UnaffectedFoxconn FII
SERVER ODMs🇹🇼 TW
✓ UnaffectedGallium (CN)
RAW MATERIALS🇨🇳 CN
✓ UnaffectedGermanium (CN)
RAW MATERIALS🇨🇳 CN
✓ UnaffectedHigh-Purity Quartz (US)
RAW MATERIALS🇺🇸 US
✓ UnaffectedHuawei / HiSilicon
CHIP DESIGNERS🇨🇳 CN
✓ UnaffectedHuawei Cloud
CLOUD PROVIDERS🇨🇳 CN
✓ UnaffectedIbiden
MATERIALS (JAPAN)🇯🇵 JP
✓ UnaffectedJSR Corporation
MATERIALS (JAPAN)🇯🇵 JP
✓ UnaffectedKokusai Electric
EQUIPMENT🇯🇵 JP
✓ UnaffectedMicron
MEMORY (HBM)🇺🇸 US
✓ UnaffectedNeon Gas (High-Purity)
RAW MATERIALS🇺🇦 UA
✓ UnaffectedPhotoresist Precursors (JP)
RAW MATERIALS🇯🇵 JP
✓ UnaffectedQuanta Computer
SERVER ODMs🇹🇼 TW
✓ UnaffectedRare Earths (CN)
RAW MATERIALS🇨🇳 CN
✓ UnaffectedSamsung Memory
MEMORY (HBM)🇰🇷 KR
✓ UnaffectedSCREEN Holdings
EQUIPMENT🇯🇵 JP
✓ UnaffectedShin-Etsu Chemical
MATERIALS (JAPAN)🇯🇵 JP
✓ UnaffectedShinko Electric
MATERIALS (JAPAN)🇯🇵 JP
✓ UnaffectedSK Hynix
MEMORY (HBM)🇰🇷 KR
✓ UnaffectedSUMCO
MATERIALS (JAPAN)🇯🇵 JP
✓ UnaffectedSuper Micro
SERVER ODMs🇺🇸 US
✓ UnaffectedSynopsys
EDA TOOLS🇺🇸 US
✓ UnaffectedTencent Cloud
CLOUD PROVIDERS🇨🇳 CN
✓ UnaffectedTungsten (CN)
RAW MATERIALS🇨🇳 CN
✓ UnaffectedVertiv
POWER & COOLING🇺🇸 US
✓ UnaffectedWiwynn
SERVER ODMs🇹🇼 TW
✓ UnaffectedxAI
AI CONSUMERS🇺🇸 US
✓ UnaffectedYMTC
MEMORY (HBM)🇨🇳 CN

Cascade Timeline

  1. Rule applied

    • ✂ Rare Earths (CN) → Applied Materials
    • ✂ Rare Earths (CN) → KLA
    • ✂ Germanium (CN) → Applied Materials
    • ✂ Tungsten (CN) → Applied Materials
    • ✂ Rare Earths (CN) → Lam Research
    • ✂ Tungsten (CN) → Intel Foundry
    • ✂ Germanium (CN) → Intel Foundry
    • ✂ Rare Earths (CN) → ASML
    • ✂ Gallium (CN) → ASML
    • ✂ Rare Earths (CN) → Tokyo Electron
    • ✂ Gallium (CN) → Sumitomo Chemical
    • ✂ Tungsten (CN) → Samsung Foundry
    • ✂ Germanium (CN) → Samsung Foundry
    • ✂ Germanium (CN) → TSMC
    • ✂ Tungsten (CN) → TSMC

  2. Round 1

    Cut off · Applied MaterialsCut off · KLACut off · Lam ResearchCut off · Intel FoundryCut off · ASMLCut off · Tokyo ElectronCut off · Sumitomo ChemicalCut off · Samsung FoundryCut off · TSMC

  3. Round 2

    At risk · TSMCAt risk · Samsung FoundryAt risk · SMICAt risk · RapidusAt risk · GlobalFoundriesAt risk · UMCAt risk · BroadcomAt risk · IntelAt risk · Intel FoundryAt risk · NVIDIAAt risk · AMDAt risk · QualcommAt risk · MarvellAt risk · ASE TechnologyAt risk · Amkor TechnologyAt risk · Biren Technology

  4. Round 2

    Cut off · BaiduCut off · AppleCut off · Microsoft AzureCut off · Google CloudCut off · MetaCut off · MediaTekCut off · Oracle CloudCut off · AWSCut off · Cisco SystemsCut off · Cerebras SystemsCut off · Groq

  5. Round 3

    Cut off · OpenAICut off · Mistral AICut off · Anthropic

  6. Round 3

    At risk · XiaomiAt risk · OPPOAt risk · Samsung MobileAt risk · SoftBankAt risk · NTTAt risk · Dell Technologies

EXPLORE FREE-FORM

Add one or more restricting and target countries, then re-run the cascade.

Restricting country
🇨🇳 China
→
Target country
🇺🇸 United States🇳🇱 Netherlands🇯🇵 Japan🇰🇷 South Korea🇹🇼 Taiwan