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Gallium (CN) SUPPLY CHAIN TRACE

RAW MATERIALS🇨🇳 ChinaChokepoint

China produces roughly 80% of the world's refined gallium, a byproduct of aluminum smelting used to make gallium nitride (GaN) and gallium arsenide (GaAs) compound semiconductors. Export licensing controls imposed in August 2023 give Beijing the ability to restrict a material that is foundational to RF chips, power electronics, and compound-semiconductor wafers supplied by Japanese chemical companies like Sumitomo Chemical.

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Gallium (CN)

Dominant gallium producer for compound semiconductors and RF chips

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Chokepoint~80% global gallium production
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↓ Gallium (CN) supplies to ↓

Sumitomo Chemical

Key supplier of EUV photoresist and compound semiconductors

🇯🇵
MATERIALSsupplies Ga metal for compound semis to

ASML

Sole maker of EUV lithography machines

Chokepoint🇳🇱
EQUIPMENTsupplies GaN for EUV laser diodes to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Gallium (CN)'s role in the AI chip supply chain?

Dominant gallium producer for compound semiconductors and RF chips

▲Export controls in force since Aug 2023

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