NuAxiSemiconductor trade intelligence
Coherent expects minimal to no impact from China’s export restriction of gallium and germanium
What happened
Coherent Corp. expects minimal to no impact from China's upcoming export restrictions on gallium and germanium, citing its diversified global supply chain and inventory. The assessment addresses a major policy change set to begin on August 1st, which could tighten global supply for these critical semiconductor raw materials. Watch: The statement mitigates immediate panic but the broader market impact on prices for GaAs, GaN, and other compounds remains uncertain as the policy takes effect.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
GalliumGermaniumGaAsGaNGe Substrates
Coherent Corp.
export-restrictionraw-materialssupply-chain-riskpolicy
Source and time
Source: Semiconductor Today · 7/11/2023 · View original source
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