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US Geological Survey reckons China ban on gallium and germanium exports could cost $3.4bn in US GDP

What happened

USGS researchers estimate a $3.4bn decrease in US GDP if China implements a total ban on gallium and germanium exports. This analysis uses a new model to assess the economic impact of critical mineral supply disruptions. Bullish: A potential export ban directly threatens the supply of these critical raw materials, likely driving up prices for downstream semiconductor components.

Impact and signal

High impactImpact score: 75/100

Affected components and suppliers

GalliumGermanium

export-bansupply-disruptionsanctionscritical-minerals

Source and time

Source: Semiconductor Today · 11/21/2024 · View original source

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US Geological Survey reckons China ban on gallium and germanium exports could cost $3.4bn in US GDP

What happened

Impact and signal

Affected components and suppliers

Source and time

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