Technology
Gallium & germanium
China-heavy refining, Europe specialty gases, and RF/power semiconductor demand.
Curated sector reports
Gallium & germanium
Technology·⚠ China refining & EU industrial gas links
Key chokepoints (2)
Gallium refining
⚠ active chokepoint
China dominates gallium refining, so export controls can quickly squeeze GaN and RF device supply.
Germanium purification
⚠ active chokepoint
Germanium refining is concentrated and tied to a small number of specialty processors in Europe and China.