Six metals underpinning semiconductors, defence alloys and autocatalysts where China or Russia controls supply, making export restrictions a primary geopolitical weapon.
A byproduct metal China produces at 98% of global supply, gallium is essential for military radar and 5G power chips, making it a lever in US-China export control disputes.
詳細ファイル ›Minor semiconductor metalloid recovered from zinc smelting, essential to fiber optics and infrared military optics; China controls roughly 60% of global refined output and imposed export controls in 2023.
中国のガリウム国内価格は246ドル/kg、西側のスポット価格はその9倍。ゲルマニウムの乖離は130%。米中貿易休戦は対米禁輸を2026年11月まで停止したが、ライセンス制度はそのまま維持