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半導体産業と米国におけるゲルマニウムとガリウムのサプライチェーンリスク
China's recent decision to restrict graphite exports underscores its position as a major producer of the highly-valued mineral. This move highlights its pivotal role in the supply chain for essential minerals needed for EV production, especially at a time of skyrocketing demand for EV batteries, with enormous implications for the global electric vehicle industry.
As with China’s 2010 rare earths ban, it will take a few years, at most, for Western countries to secure alternative supplies.
The new Congo plant will be producing germanium, copper, copper and zinc oxide. These will mined out of waster from Big Hill, a nearby tailings site.
The Chinese step is a retaliation to US sanctions on the export of chips and chip-making technology to China. But can it sustain the loss of exports?