Description
This TECHCET Executive Edition provides information on the dependencies of the Semiconductor industry on the Germanium and Gallium Supply Chains, especially as they relate to the US. Information is provided on the sources of these key materials, in what form they are used for semiconductor production, the importance of their use, and China vs. US mining and mineral production capacity. An assessment of the overall supply risk to the Western world is also provided.
TABLE OF CONTENTS
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1 EXECUTIVE SUMMARY 2 2 GERMANIUM 3 2.1 GERMANIUM OVERVIEW 3 2.2 GERMANIUM - WHERE DOES IT COME FROM? 3 2.2.1 LEADING NORTH AMERICAN SOURCES OF GERMANIUM: 4 2.3 MINING AND REFINING 4 2.4 GERMANIUM - WHAT IS IT USED FOR? AND HOW? 5 2.5 SUPPLIERS OF GE END USE PRODUCTS TO THE SEMICONDUCTOR INDUSTRY 6 2.5.1 US GEH4 PRODUCERS 6 2.5.2 GERMANE (GEH4) PRODUCTION AND DISTRIBUTION 7 2.6 GERMANIUM – WHO USES IT? SEMICONDUCTOR DEVICE MANUFACTURERS 7 2.7 GERMANIUM US IMPORTS AND INTERNATIONAL SUPPLY CHAIN INTERDEPENDENCIES 8 2.8 CHINA’S IMPACT ON THE US’ GERMANIUM NEEDS 9 2.9 GERMANIUM MINING AND PRODUCTION 10 2.10 GERMANIUM - BUILDING NEW US CAPACITY 10 2.11 GERMANIUM RAW MATERIAL PRICE TRENDS 10 2.12 GERMANIUM - MARKET ASSESSMENT 11 3 GALLIUM 11 3.1 GALLIUM OVERVIEW 11 3.2 GALLIUM - WHERE DOES IT COME FROM? 11 3.3 GALLIUM MINING AND REFINING LOCATIONS AND PROCESSES 12 3.4 GALLIUM – WHAT IS IS USED FOR ? AND HOW? 13 3.5 GALLIUM – WHO USES IT? COMPOUND SEMICONDUCTOR DEVICE MANUFACTURERS 15 3.6 GALLIUM US IMPORTS AND INTERNATIONAL SUPPLY CHAIN INTERDEPENDENCIES 16 3.7 CHINA’S IMPACT ON THE US’ GALLIUM NEEDS 17 3.7.1 COMPOUND SUBSTRATES-SUPPLY CHAIN LIMITATIONS 17 3.8 GALLIUM MINING AND PRODUCTION 17 3.9 GALLIUM - BUILDING NEW US CAPACITY 19 3.10 GALLIUM END USE PRODUCT SEMICONDUCTOR MATERIALS SUPPLIERS - SUBSTRATES 19 3.11 GALLIUM RAW MATERIAL PRICE TRENDS 21 3.12 GALLIUM - MARKET ASSESSMENT 22 4 CHINA GA & GE TRADE RESTRICTIONS 22 5 GALLIUM AND GERMANIUM GEOPOLITICAL RISKS & ASSESSMENT 24