on two materials key to the semiconductor industry will take effect. the country produces a majority of the rare earths gallium and germanium for the global supply chain. china slapped export restrictions on the materials last month, in a move widely seen as retaliation for american curbs on tech sales to china. nick marsh with more. you may never have heard of gallium or germanium, untiljust now, maybe, but they are important elements, so called critical materials, and they are needed for chips in things like mobile phones, leds, satellites, military equipment as well, and the reason that they have been in the news is because most of it comes from china. 60% of the world s germanium and 80% of the world s gallium and from today, it will be much more difficult much more difficult for businesses
in trending, nick outlining the issues. let s unpack this further with neil shah, vice president of research and partner at counterpoint research. good to have you on the programme. these export restrictions come into place today, your thoughts on how significant that is? i today, your thoughts on how significant that is? significant that is? i think it s significant significant that is? i think it s significant longer - significant that is? i think| it s significant longer term rather than short term. short term it will cause a lot of pain for some of the companies directly going to be impacted with all these different materials, which go into semiconductors. they have a lot of different applications, requiring high frequency switching and also very high powered applications. the
the country produces a majority of the rare earths gallium and germanium for the global supply chain. china slapped export restrictions on the materials last month, in a move widely seen as retaliation for american curbs on tech sales to china. nick marsh with more. you may never have heard of gallium or germanium untiljust gallium or germanium until just now, gallium or germanium untiljust now, maybe, but they are important elements, so called critical materials, and they are needed for chips in things like mobile phones, leds, satellites, military equipment as well, and the reason that they have been in the news is because most of it comes from china. 60% of the world s germanium and 80% of the world s gallium and from today will be difficult to get your hands on it. let s take a look at what impeccable have and
two materials key to the semiconductor industry will take effect. the country produces a majority of the rare earths gallium and germanium for the global supply chain. china slapped export restrictions on the materials last month, in a move widely seen as retaliation for american curbs on tech sales to china. nick marsh with more. you may never have heard of gallium or germanium untiljust gallium or germanium until just now, gallium or germanium untiljust now, maybe, but they are important elements, so called critical materials, and they are needed for chips in things like mobile phones, leds, satellites, military equipment as well, and the reason that they have been in the news is because most of it comes from china. 60% of the world s germanium and 80% of the world s gallium and from today will be difficult to get your hands on it. let s take a look