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How Important Are China Gallium, Germanium, and Antimony Bans to the US?

512 Views06 Dec 2024 07:01
​Is China's Gallium, Germanium, and Antimony boycott to the US important?  For semiconductor production we anticipate minimal impact due to low consumption and availability from non-China sources.
What is covered in the Full Insight:
  • Introduction to China's Material Boycotts
  • Impact on US Semiconductor Market
  • Germanium and Gallium Availability
  • Antimony Supply Analysis
  • Conclusion
SUMMARY
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Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
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