In a sharp rise in trade tensions, China has placed an export ban on vital high-tech goods targeted at the US, including gallium, germanium, and antimony. This move is a direct response to U.S. restrictions on semiconductor technology and reflects the growing complexity of the Semiconductor Supply Chain. This restriction significantly impacts many businesses and alters the global digital landscape. Theoretically, China has banned the United States from receiving key minerals, including antimony, gallium, and germanium. Advanced semiconductors and many other pieces of equipment require these minerals. Beijing also tightened controls on graphite shipments used in electric vehicle batteries and grid storage. The ability of the US industry to make up for any loss of access to strategically vital components, equipment, and materials will determine the entire impact.
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Anamika Mishra,
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