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American Elements to increase production of gallium and germanium
What happened
American Elements announced a significant expansion of gallium and germanium production at its Salt Lake City facility. This move is a direct response to China's export controls on these critical semiconductor raw materials, effective August 1st. 利空: The increased Western production capacity aims to mitigate supply risks, potentially easing future price pressure on these materials.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
GalliumGermanium
American Elements
capacity-expansionexport-controlsraw-materials
Source and time
Source: Semiconductor Today · 7/11/2023 · View original source
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