AIChipMapExport Controls

Export-Control Impact Simulator

China Gallium & Germanium Export Controls (Aug 2023)

Suspended (partial)Effective: 2023-08-01 · as of 2026-06-04Read more →

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.

Current Status

Suspended (U.S. only). Following U.S.-China trade negotiations, China suspended its export prohibition on gallium and germanium products to the United States until November 27, 2026. Controls toward the Netherlands, Japan, South Korea, and Taiwan remain fully in force. The military end-use prohibition applies globally. The U.S. suspension is temporary — the legal controls remain on the books and may be reinstated after November 2026.

19
Companies cut off
5
Tiers in cascade
44
Companies in cascade

Company cascade

Who loses access when this control fires — directly and downstream.

CUT OFFAnthropic · 🇺🇸 United States
AI CONSUMERS
CUT OFFApple · 🇺🇸 United States
EDGE DEVICES
CUT OFFASML · 🇳🇱 Netherlands
EQUIPMENT
CUT OFFAWS · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFBaidu · 🇨🇳 China
CLOUD PROVIDERS
CUT OFFCerebras Systems · 🇺🇸 United States
CHIP DESIGNERS
CUT OFFCisco Systems · 🇺🇸 United States
NETWORKING
CUT OFFGoogle Cloud · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFGroq · 🇺🇸 United States
CHIP DESIGNERS
CUT OFFMediaTek · 🇹🇼 Taiwan
CHIP DESIGNERS
CUT OFFMeta · 🇺🇸 United States
AI CONSUMERS
CUT OFFMicrosoft Azure · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFMistral AI · 🇫🇷 France
AI CONSUMERS
CUT OFFOpenAI · 🇺🇸 United States
AI CONSUMERS
CUT OFFOracle Cloud · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFSamsung Foundry · 🇰🇷 South Korea
FOUNDRIES
CUT OFFSumitomo Chemical · 🇯🇵 Japan
MATERIALS
CUT OFFTokyo Electron · 🇯🇵 Japan
EQUIPMENT
CUT OFFTSMC · 🇹🇼 Taiwan
FOUNDRIES
DEGRADEDAMD · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDAmkor Technology · 🇺🇸 United States
OSAT / PACKAGING
DEGRADEDASE Technology · 🇹🇼 Taiwan
OSAT / PACKAGING
DEGRADEDBiren Technology · 🇨🇳 China
CHIP DESIGNERS
DEGRADEDBroadcom · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDCXMT · 🇨🇳 China
MEMORY (HBM)
DEGRADEDDell Technologies · 🇺🇸 United States
ENTERPRISE
DEGRADEDGlobalFoundries · 🇺🇸 United States
FOUNDRIES
DEGRADEDIntel · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDIntel Foundry · 🇺🇸 United States
FOUNDRIES
DEGRADEDMarvell · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDMicron · 🇺🇸 United States
MEMORY (HBM)
DEGRADEDNTT · 🇯🇵 Japan
CLOUD PROVIDERS
DEGRADEDNVIDIA · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDOPPO · 🇨🇳 China
EDGE DEVICES
DEGRADEDQualcomm · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDRapidus · 🇯🇵 Japan
FOUNDRIES
DEGRADEDSamsung Memory · 🇰🇷 South Korea
MEMORY (HBM)
DEGRADEDSamsung Mobile · 🇰🇷 South Korea
EDGE DEVICES
DEGRADEDSK Hynix · 🇰🇷 South Korea
MEMORY (HBM)
DEGRADEDSMIC · 🇨🇳 China
FOUNDRIES
DEGRADEDSoftBank · 🇯🇵 Japan
CLOUD PROVIDERS
DEGRADEDUMC · 🇹🇼 Taiwan
FOUNDRIES
DEGRADEDXiaomi · 🇨🇳 China
EDGE DEVICES
DEGRADEDYMTC · 🇨🇳 China
MEMORY (HBM)
✓ 3838 unaffected companies (shown for context)▾
✓ UnaffectedAlibaba Cloud · 🇨🇳 China
CLOUD PROVIDERS
✓ UnaffectedAntimony (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedApplied Materials · 🇺🇸 United States
EQUIPMENT
✓ UnaffectedArista Networks · 🇺🇸 United States
NETWORKING
✓ UnaffectedArm Holdings · 🇬🇧 United Kingdom
CHIP IP
✓ UnaffectedByteDance · 🇨🇳 China
CLOUD PROVIDERS
✓ UnaffectedCadence · 🇺🇸 United States
EDA TOOLS
✓ UnaffectedCambricon · 🇨🇳 China
CHIP DESIGNERS
✓ UnaffectedCoreWeave · 🇺🇸 United States
CLOUD PROVIDERS
✓ UnaffectedDeepSeek · 🇨🇳 China
AI CONSUMERS
✓ UnaffectedEntegris · 🇺🇸 United States
MATERIALS
✓ UnaffectedFoxconn Industrial Internet (FII) · 🇹🇼 Taiwan
SERVER ODMs
✓ UnaffectedGallium (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedGermanium (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedGraphite (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedHigh-Purity Quartz (US) · 🇺🇸 United States
RAW MATERIALS
✓ UnaffectedHuawei / HiSilicon · 🇨🇳 China
CHIP DESIGNERS
✓ UnaffectedHuawei Cloud · 🇨🇳 China
CLOUD PROVIDERS
✓ UnaffectedIbiden · 🇯🇵 Japan
MATERIALS
✓ UnaffectedJSR Corporation · 🇯🇵 Japan
MATERIALS
✓ UnaffectedKLA · 🇺🇸 United States
EQUIPMENT
✓ UnaffectedKokusai Electric · 🇯🇵 Japan
EQUIPMENT
✓ UnaffectedLam Research · 🇺🇸 United States
EQUIPMENT
✓ UnaffectedNeon Gas (High-Purity) · 🇺🇦 Ukraine
RAW MATERIALS
✓ UnaffectedPhotoresist Precursors (JP) · 🇯🇵 Japan
RAW MATERIALS
✓ UnaffectedQuanta Computer · 🇹🇼 Taiwan
SERVER ODMs
✓ UnaffectedRare Earths (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedSCREEN Holdings · 🇯🇵 Japan
EQUIPMENT
✓ UnaffectedShin-Etsu Chemical · 🇯🇵 Japan
MATERIALS
✓ UnaffectedShinko Electric · 🇯🇵 Japan
MATERIALS
✓ UnaffectedSUMCO · 🇯🇵 Japan
MATERIALS
✓ UnaffectedSuper Micro · 🇺🇸 United States
SERVER ODMs
✓ UnaffectedSynopsys · 🇺🇸 United States
EDA TOOLS
✓ UnaffectedTencent Cloud · 🇨🇳 China
CLOUD PROVIDERS
✓ UnaffectedTungsten (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedVertiv · 🇺🇸 United States
POWER & COOLING
✓ UnaffectedWiwynn · 🇹🇼 Taiwan
SERVER ODMs
✓ UnaffectedxAI · 🇺🇸 United States
AI CONSUMERS

Cascade timeline

How the restriction propagates tier by tier.

  1. 1

    Rule applied

    • Restricting country: 🇨🇳 China
    • ✂ 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. 2

    Round 1

    • ASML
    • Tokyo Electron
    • Sumitomo Chemical
    • Samsung Foundry
    • TSMC
  3. 3

    Round 2

    • Baidu
    • Apple
    • Microsoft Azure
    • Google Cloud
    • Meta
    • MediaTek
    • Oracle Cloud
    • AWS
    • Cisco Systems
    • Cerebras Systems
    • Groq
    • Intel Foundry
    • SMIC
    • YMTC
    • CXMT
    • Rapidus
    • UMC
    • GlobalFoundries
    • SK Hynix
    • Samsung Memory
    • Micron
    • NVIDIA
    • AMD
    • Qualcomm
    • Broadcom
    • Marvell
    • ASE Technology
    • Amkor Technology
    • Intel
    • Biren Technology
  4. 4

    Round 3

    • OpenAI
    • Mistral AI
    • Anthropic
    • Xiaomi
    • OPPO
    • Samsung Mobile
    • SoftBank
    • NTT
    • Dell Technologies

Geographic flow

Explore free-form

Build your own scenario. Both axes are multi-select — add as many countries as you like.

Restricting country
🇨🇳 China
Target country
🇳🇱 Netherlands🇯🇵 Japan🇰🇷 South Korea🇹🇼 Taiwan

Both Restricting and Target are multi-select chips, not single dropdowns — stack several restrictors against several targets at once.

How do GPU distributors manage export control compliance?

Distributors and hardware vendors must classify each shipment under ECCN, screen denied parties against the BIS Entity List, and maintain audit trails. Modern export compliance software automates these tasks — replacing spreadsheets and government portals.

Explore export compliance tools →