SG Talk

https://www.marketwatch.com/story/china-...m-c94a4867

China will ban the export of gallium and germanium, two components for chips and radars, in a bid to respond to the U.S.'s curb on supplies of high-tech components to China, the Ministry of Commerce said in a statement released Monday.

The ministry will impose export controls on gallium and germanium-related items in order to safeguard national security and interests, the statement said.

Exporters shall apply for an export license to the Ministry of Commerce and report the contract and utility before shipping out the related item, it said.

The export control took effect on August 1.


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野猫论政 765：突发新闻 - 中国宣布半导体生产原材料衍生品出口管制
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重磅！中国打出稀土牌！中国两部门：决定对镓、锗相关物项实施出口管制！美国完了！
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https://www.zaobao.com.sg/realtime/china...03-1410329

中国商务部和海关总署联合发布公告，从8月1日起，实施对镓、锗相关物项实施出口管制措施。

据中国商务部官网消息，中国商务部和海关总署星期一（7月3日）公告，对镓、锗相关物项实施出口管制措施。相关措施将由8月1日起实施。

根据公告，金属镓、氮化镓、氧化镓、磷化镓、 砷化镓、铟镓砷、硒化镓、锑化镓，以及金属锗、 区熔锗锭、磷锗锌、锗外延生长衬底、二氧化锗、四氯化锗等相关物项未经许可，不得出口。

【頭條開講】北京掀起全球晶片海嘯!回擊美國晶片戰!鎵鍺稀有元素管制出口!直到白宮低頭道歉!恐直接衝擊葉倫訪美!20230703@HeadlinesTalk
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https://techiescientist.com/uses-of-gallium/

15 Important Uses of Gallium: Must Know



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(03-07-2023, 11:53 PM)cityhantam Wrote: [ -> ]China is the largest producer of Gallium (primary) in the World during 2020, followed by Russia (13 tonnes), Ukraine (4 tonnes), Japan (3 tonnes) and Korea (2 tonnes )

https://spie.org/news/photonics-focus/ma...time?SSO=1

Although it’s been more than a year, the war in Ukraine is still impacting both laser and semiconductor manufacturing in unexpected ways. The market for specialty gases will eventually rebalance and prices, hopefully, will return to normal. Until then, manufacturers will be spending more time and money to secure their supply chain.

Tech counter likely to see bloodshed soon.

(03-07-2023, 11:58 PM)watchfirst9 Wrote: [ -> ]https://spie.org/news/photonics-focus/ma...time?SSO=1

Although it’s been more than a year, the war in Ukraine is still impacting both laser and semiconductor manufacturing in unexpected ways. The market for specialty gases will eventually rebalance and prices, hopefully, will return to normal. Until then, manufacturers will be spending more time and money to secure their supply chain.

Tech counter likely to see bloodshed soon.

Noble gases can be obtained from air as long as you have the facilities. Not too difficult. 

Gallium and germanium can only come from the mines! 

China is the largest producer of Gallium (primary) in the World during 2020, followed by Russia (13 tonnes), Ukraine (4 tonnes), Japan (3 tonnes) and Korea (2 tonnes )
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It's time to take action.
No more talks with blinken or Biden.
Both are rotten.

Good to see them fight back and forth eventually we will see who has the real economic strength.

野猫论政 767：美国热议中国镓锗出口管制，什么是制裁反制裁的终极形态？
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US should see it coming... 
China is not yesterday's China.

Once China and Russia restrict export.... habase.

干的漂亮，中国开始对芯片封锁发起重拳反击！
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Do you want to buy a brick size Charger to charge your handphone?

China produces 60% of the world's germanium and 80% of gallium, according to the Critical Raw Materials Alliance, an industry body.

https://www.reuters.com/markets/commodit...023-07-04/

“中国出口管制镓锗，对韩国影响不大”，韩国官媒曝 “对中国依赖程度90%以上的原材料至少500项”，王毅讲话警告日韩不要配合域外大国意识形态对抗，韩国还能撑多久
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Companies race to secure supplies after China restricts gallium, germanium exports 

 https://www.euractiv.com/section/china/n...m-exports/

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China exported 94 metric tons of gallium in 2022, up 25 per cent from the prior year, according to Chinese customs.

US imports of gallium metal and gallium arsenide (GaAs) wafers in 2022 were worth about US$3 million and US$200 million, respectively, according to USGS.

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Chinese military analysts said that the export controls, particularly those on gallium, could hit the US defense industry at a time when the US is attempting to militarily contain China’s development.

Gallium arsenide (GaAs) and gallium nitride (GaN) are the most basic materials in the making of the transmit receive modules on active electronic scanning array (AESA) radars, which are widely used on modern warplanes, warships and ground installations, Fu Qianshao, a Chinese military aviation expert, told the Global Times on Tuesday.

For example, US’ defense companies Raytheon and Northrop Grumman are reportedly introducing new AESA radar systems based on GaN, which provide superior performance than previously used GaAs. The latest radars for the F/A-18E/F carrier-based fighter jet and the F-35 stealth fighter jet also incorporate GaN.

Both GaN and GaAs are included on China’s list of export controls.

https://www.scmp.com/tech/tech-war/artic...ng-exports
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https://www.rfi.fr/cn/%E4%BA%9A%E6%B4%B2...7%E5%BC%A0


中国严控稀有金属出口日本高度紧张

日本内阁官房长官松野博一在4日上午的新闻发布会上表示，中国政府已宣布对用于半导体材料的稀有金属镓和锗及相关产品实施出口管制，他表示，如果根据世界贸易组织的规则，属于不公正的措施，我们将根据规则做出适当反应。
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美国半导体制造商AXT：“将会立马积极向中国申请购买镓、锗许可。”，日本放话称若利益受损，将采取措施反击中国限制措施！
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...now it is China's turn to "de-risk" their exposure to Western tech war by controlling the supply  of strategic material to make semi-con.. This means cost of your iPhone, solar panels, iPads, laptops, non-Chinese EV, batteries, smartwatch is going to go up up UP!

(06-07-2023, 09:57 AM)Manthink Wrote: [ -> ]...now it is China's turn to "de-risk" their exposure to Western tech war by controlling the supply  of strategic material to make semi-con.. This means cost of your iPhone, solar panels, iPads, laptops, non-Chinese EV, batteries, smartwatch is going to go up up UP!

Military hardware also affected.

(06-07-2023, 10:14 AM)cityhantam Wrote: [ -> ]Military hardware also affected.

"The enlightened ruler lays his plans well ahead; the good general cultivates his resources..." Art of War.

China shd hv done it earlies.