China's export restrictions on gallium and germanium have caused prices to rise 1.5-fold in one year
Due to the trade friction between the United States and China, China imposed restrictions on the export of gallium and germanium in July 2023. One year has passed since the measures were put in place, and their effects are beginning to be seen, with prices soaring to around 1.5 times higher than before the restrictions.
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The United States has imposed export restrictions on China to prevent it from handing over cutting-edge semiconductor technology, and China has retaliated by restricting exports of gallium and germanium, which are necessary for semiconductor manufacturing, from July 2023.
China restricts exports of gallium and germanium, which are necessary for semiconductor manufacturing, as a warning to Western countries such as the United States - GIGAZINE
The problem is that China is a major producer, accounting for about 80% of the world's gallium production and about 60% of the world's germanium production.
According to the economic information site Trading Economics, the price of germanium remained stable at around 10,000 yuan (about 200,000 yen) per kg even after China's export restrictions, but the price began to rise from late June 2024, and at the time of writing this article, it had risen to 16,730 yuan (about 339,000 yen).
Germanium - Price - Chart - Historical Data - News
Gallium was not stable, rising from 1,632 yuan (about 33,000 yen) to 2,077 yuan (about 42,100 yen) per kg, then returning to the 1,840 yuan range (about 37,200 yen), but then gradually increased and was 2,575 yuan (about 52,100 yen) at the time of writing.
Gallium - Price - Chart - Historical Data - News
China is also expanding export restrictions on antimony, which is also used for military purposes.
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