Overview

• China has banned the export of gallium, germanium, antimony, and related materials to the U.S., citing national security concerns.
• These minerals are critical for semiconductors, military equipment, solar panels, and fiber optic cables, with China dominating global production.
• The U.S. recently expanded restrictions on semiconductor exports to China, targeting 140 Chinese companies and advanced chipmaking tools.
• China's move intensifies the ongoing tech and trade conflict, with both nations aiming to secure technological and military advantages.
• Experts warn the ban could disrupt global supply chains and raise costs, as the U.S. seeks alternative sources and supply chain diversification.