The United States Is Repeating Its Silicon Mistake with Gallium Nitride
China controls 99 percent of the world’s primary gallium, a critical mineral and semiconductor crucial for building the microchips of the future. In 2023, it placed export controls on gallium to retaliate against American restrictions on the export of advanced chips to China. In December 2024, China escalated to an outright ban on gallium exports to the United States. The U.S. National Defense Stockpile had zero gallium reserves when that ban landed.The United States has been here before....
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