Chinese semiconductor industry

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tokenanalyst

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I think we are going to have to wait a little time to see the details.

While this is a semiconductor thread, this issue has significant military components.

Qorvo is a huge supplier of modules for Raytheon radars
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Of all the so called benefits from US sanctions against China against military industry complex, this ban of gallium would affect Qorvo's ability to supply GaN modules to Raytheon. This actually would have detrimental affect on US MIC. I haven't looked into Germanium yet.

Of course, if they can cause Cree, TI & other American firms to loose civilian GaN market, it would be a huge plus.

Same with Japanese.

NXP depends on how the cooperation with Dutch. I assume this is to warn Dutch to not go overboard.

Rest of Europeans, I assume this would not affect ST or Infineon other than additional step

gallium is not rare earth

Why would you think this is going to be pretty mild if this will scare western controls into decoupling?


this is not about processing these material. This is export of Gallium and Germanium. The former they have near monopoly
Ironically equipment for the thin film deposition of Germanium specifically the compound Silicon Germanium (SiGe) was export controlled by both Netherlands and Japan, looks like SiGe is necessary for stacking transistors like GAAFET.
 

tokenanalyst

Brigadier
Registered Member
There's a chance the supernova already happened 639 years and 364 days ago ;)
Nah, we would had already some compelling evidence that exploded, that last phase of a star last like from hundred of thousands of years to millions of years before exploding with the star doing weird things like Betelgeuse, 640 years is just a day in the life on a star.

Ahh, forget about the Germanium, the only thing that will reach the earth in 640 years is the photons and the high energy particles of the explosion, the ejecta material (including the germanium) it move at only 0.10c and will probably reach only 4-10 ly from the star to form a space cloud.
 

mst

Junior Member
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Gallium is mainly obtained as a by-product of aluminum production. This is a particularly energy-intensive process, which is why countries such as China with low electricity costs and very liberal environmental standards enjoy an unbeatable advantage here. Almost 95 percent of the global gallium supply comes from China.

But as with the rare earths, China dominates here mainly because of its cost advantage. If supplies from China were cut off, gallium production in other countries would quickly pay off again.
 
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