Export Restrictions Impact the Global Semiconductor Industry

 This report highlights the implications of recent  Chinese export controls on gallium and germanium, and  supply chain impacts on the global semiconductor  industry. China's dominance of over 60% of global rare  earth oxide reserves will affect such key industries:  semiconductor, electronics, and aerospace  and defense. Countries reliant on these commodities  have the opportunity to rethink their sourcing strategies  and explore alternative materials. Impacted industries  can increase collaboration to diversify supply chains  and reduce risk due to export controls.









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