Wire · regulatory
Focus: Niche metals test West's resilience to Chinese export curbs
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Fusion42 · 18 September 2026 · Fusion42 review
China's export curbs on niche metals gallium and germanium continue to drive high prices and supply challenges for Western industries, prompting stockpiling, recycling, and new production projects aimed at reducing China's dominance. Rising demand, fueled by AI and clean energy sectors, intensifies the urgency for diversifying supply amid limited substitution options.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 2 sources have reported it.
◆ ◆ The Wire takeaway
Your supply chains for gallium and germanium just became riskier as China holds near-total supply control and Western production lags. Accelerate your sourcing diversification and evaluate recycling or design shifts before your chipmaking or defence supply tightens further.
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2 sources · 18 Sep 2026
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