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Wire · operational-macro

Why the US is Investing $174m to Secure Gallium Supply

2 September 2026 · By · Wire by Fusion42

Published

2 September 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at supplychaindigital.com →

◆ Verified

Fusion42 · 2 September 2026 · Fusion42 review

The US Department of War is investing $174 million with Alcoa to develop a gallium production facility in Australia, partnering with Australia and Japan to secure a critical supply chain for this rare metal essential to defence technologies and high-performance semiconductors, countering China's dominance in gallium supply.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

You face a rare chance to enter the gallium supply chain now that the US is funding production outside China. Secure partnerships early to become a key supplier for defence and semiconductor sectors amid growing geopolitical pressure.

◆ Coverage

1 source · 2 Sep 2026

◆ Related on Wire

◆ Topics

Semiconductorscritical-mineralsdefence-supply-chaingalliumUS-investmentchina-dependence