China suspends export restrictions for a year on five critical minerals to the US, including gallium and germanium, used to make certain types of semiconductors
The changes would make it easier for American firms to obtain key minerals, delivering on what the White House said the two countries had agreed to at last month's summit.
MIT spinoff Vertical Semiconductor, which aims to make vertical gallium nitride transistors for AI data centers, raised an $11M seed led by Playground Global
Vertical Semiconductor Inc. is hoping to crack the power delivery bottleneck in artificial intelligence data centers after closing on an $11 million seed funding round today.
Japanese officials and executives warn that China's export curbs on gallium, germanium, and other chip raw materials threaten global electronics supply chains
Harry Dempsey / Financial Times :
Fastmarkets: the price of gallium, a metal used to make chips, rose to $595 per kilogram on December 13, the highest since 2011, after China restricted exports
Jack Ryan / Bloomberg :
The US and India announce plans for a new chip plant in India, producing infrared, gallium nitride, and silicon carbide chips, as Narendra Modi visits the US
- Plant to manufacture chips including infrared, gallium nitride — Narendra Modi is visiting the US for the annual Quad summit
Infineon says it has developed 300mm gallium nitride wafers, which can produce 2.3x more chips than 200mm wafers and speed their adoption for AI applications
- Chipmaker announces breakthrough in gallium nitride production — Compound semiconductors can be more efficient than silicon
China's curbs on shipments of germanium and gallium, which are used to make chips, have led to an almost 2x increase in prices in Europe over the past year
Western customers say restrictions on supply could hit production of advanced microprocessors and optical products
After China's curbs, the EU asks aluminum and zinc firms to investigate producing chip metals; the EU sources 71% of its gallium and 45% of germanium from China
Financial Times :
TSMC does not expect China's gallium and germanium export curbs to have any “impact on TSMC's production”; a Chinese official said the rules are “just a start”
Taiwan's TSMC (2330.TW), the world's largest contract chipmaker, said on Thursday it does not expect …