Indium Corp extracts gallium from feed sourced at Rio Tinto’s Quebec aluminium operation

What happened

Indium Corp has successfully extracted gallium from feed sourced at Rio Tinto's Vaudreuil alumina refinery in Quebec, marking a new source of supply for the critical semiconductor material. This collaboration aims to build a more robust global supply chain for gallium, which is subject to export controls from China. Bearish: This represents a potential long-term increase in gallium supply outside of China, which could ease supply constraints and put downward pressure on prices for this critical raw material.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 5/8/2025 · View original source