China's Dominance of the Gallium Market Is Near Total – but There's Opportunity for Western Disruptors

China's dominance of the gallium market is near total – but there's opportunity for Western disruptors

RFC Ambrian report shows scale of China’s control over gallium production Metal is key to Western semiconductor industry, defence, AI and tech China still driving the car, but Western companies are seeking to break its hold How can the West break China’s hold on the gallium market? A new report from Perth-based corporate advisory firm RFC Ambrian on the commodity, critical for its use in semiconductor wafers, has shone a light on the challenges …

Jack Lifton Warns Gallium Scarcity Imperils America’s Chip Ambitions

The West’s semiconductor ambitions rest on a metal measured in grams yet priced in geopolitical leverage: gallium. “The crisis is in electronics,” warned Jack Lifton, Co-Chair of the Critical Minerals Institute (CMI), noting that high-frequency chips rely on gallium arsenide and “we don’t know any other way to do that.” Gallium occurs only in trace amounts—about 50 tons can be coaxed from every million tons of aluminum—and, as Lifton pointed out…