China’s export controls on gallium likely to hit US defense industry: experts

[dbc]

Your citation doesn't support your claim about producing gallium from red mud feasibly. Producing gallium from red mud is possible theoretically, but not practically yet.

Well not to those who binge on Xi thoughts obviously for the rest its isn’t theory red mud is already the main source of industrial production of gallium.

5 years of gallium scarcity is enough time to make Western - Taiwan - Korea & Japan chip industry a mess, and enough time for China to produce EUV Lithography @dbc @Hamartia Antidote @gambit

What does gallium have to do with EUV Lithography? You are grasping at straws there buddy.

 

[antonius123]

Well not to those who binge on Xi thoughts obviously for the rest its isn’t theory red mud is already the main source of industrial production of gallium.

When will you stop BS & being illogical? If red mud is already the main source of industrial production of gallium as per you claim, then why no one use red mud to produce gallium? care to explain?

LOLs.

What does gallium have to do with EUV Lithography? You are grasping at straws there buddy.

None.

But your chip development progress will be halted due to scarcity of gallium, while China chip development is keep progressing up to 1nm with her own EUV Lithography and will be ready to crushed further and sweep away your chip industry from the market after that.

 

[dbc]

When will you stop BS & being illogical? If red mud is already the main source of industrial production of gallium as per you claim, then why no one use red mud to produce gallium? care to explain?

LOLs.



None.

But your chip development progress will be halted due to scarcity of gallium, while China chip development is keep progressing up to 1nm with her own EUV Lithography and will be ready to crushed further and sweep away your chip industry from the market after that.

What does Silicon Semiconductor have to do with Gallium MMIC? You are as bad as that GreatHanJob guy, completely devoid of all rationale thought.

 

[antonius123]

What does Silicon Semiconductor have to do with Gallium MMIC? You are as bad as that GreatHanJob guy, completely devoid of all rationale thought.

LOLs. What a clueless strawman

TSMC (Taiwan Semiconductor Manufacturing Company), one of the world's largest semiconductor foundries, does require gallium for certain chip fabrication processes. Gallium-based compounds, such as gallium arsenide (GaAs) and gallium nitride (GaN), are utilized by TSMC in specific applications and technologies.

TSMC employs gallium-based compounds in the production of specialized chips and semiconductor technologies. By leveraging the unique properties of gallium-based compounds, TSMC is able to provide solutions for a wide range of applications that require advanced performance and capabilities. These can include chips used in telecommunications, automotive electronics, consumer electronics, and more.

 

[dbc]

Gallium-based compounds, such as gallium arsenide (GaAs) and gallium nitride (GaN), are utilized by TSMC in specific applications and technologies.

yes, TSMC make HEMT GaN-on-silicon for STMicroelectronics to sell to the French Atomic Energy Commission to use in power conversion systems that convert alternating current (AC) into direct current (DC) and vice versa . This is an example of a ‘specific’ application and represents a very small fraction of TSMC’s revenue stream.

 

[antonius123]

yes, TSMC make HEMT GaN-on-silicon for STMicroelectronics to sell to the French Atomic Energy Commission to use in power conversion systems that convert alternating current (AC) into direct current (DC) and vice versa . This is an example of a ‘specific’ application and represents a very small fraction of TSMC’s revenue stream.

Yes.

And on the top of that Gallium-based compounds, is used in the production of specialized components such as lasers or detectors that are integrated into lithography systems. Similarly, germanium-based materials may find applications in certain optics or sensors within the lithography equipment.

Would also impact chip production by companies like Qualcomm and Intel. Both companies rely on these materials to varying extents for certain applications or functionalities within their chips.

 

[dbc]

Yes.

And on the top of that Gallium-based compounds, is used in the production of specialized components such as lasers or detectors that are integrated into lithography systems. Similarly, germanium-based materials may find applications in certain optics or sensors within the lithography equipment.

Would also impact chip production by companies like Qualcomm and Intel. Both companies rely on these materials to varying extents for certain applications or functionalities within their chips.

So what? TSMC made a press release saying they foresee no impact from the Chinese ban. So why are you wasting our time here? Unless, you dispute TSMC’s claim of “no impact”? If so, then go argue with TSMC - not me.

TSMC foresees no direct impact on production from China's metal export curbs

Taiwan's TSMC , the world's largest contract chipmaker, said on Thursday it does not expect any direct impact on its production from China's decision to restrict exports of two metals widely used in semiconductors and electric vehicles.

www.reuters.com

 

[Song Hong]

The defence IC maker will get affected much more. not really TSMC. These includes, Wolfspeed. Qorvo, Skyworks. ADI, TI.

Also very likely Lockheed and Raytheon have their secret private fab.

Keysight have their secret fab.

The Gallium fab dont care about 3nm process. Their process can be mm level. And often, the bigger the process, the better. Military and space grade component is big. Small component is not reliable.

 

[gambit]

@gambit I’m proud to now introduce to you Chinese Chemistry since you are the coiner of the term Chinese Physics

Yeah...I know...

The problem is that even uranium, the isotope that go 'boom', is available all over. The problem is extraction and who can do it the fastest and in the most quantity. Semiconductor products are different from uranium in that there are more customers for gallium than for uranium, and not only that, the demand for gallium is NOW. The result is that the supplier that can provide the most in the shortest time will be the dominant source, but that does not mean they are the sole source.

What China is doing will be a short lived blip in the semiconductor industry. As the industry adjust to alternate sources of gallium, maybe as long as one or maybe two fiscal yrs, China will find that this tactic is not as useful as hoped.

 

[dbc]

Yeah...I know...

The problem is that even uranium, the isotope that go 'boom', is available all over. The problem is extraction and who can do it the fastest and in the most quantity. Semiconductor products are different from uranium in that there are more customers for gallium than for uranium, and not only that, the demand for gallium is NOW. The result is that the supplier that can provide the most in the shortest time will be the dominant source, but that does not mean they are the sole source.

What China is doing will be a short lived blip in the semiconductor industry. As the industry adjust to alternate sources of gallium, maybe as long as one or maybe two fiscal yrs, China will find that this tactic is not as useful as hoped.

Well they tried this trick with rare earth in 2010 and the Chinese traders simply smuggled RE materials out of China in massive quantities. Raw material supply will always follow demand, it is inevitable, particularly China with its wide porous borders it impossible to prevent.

And then there is export control, how will the Chinese prevent its customers in friendly countries from reexporting to the US? Unless it’s a total ban of exports, nothing prevents countries from re-exporting to the US. Also we aren’t talking about huge quantities that is logistically challenging, China’s entire 2022 production of gallium will fit on 10 dump trucks.

Personally, with this ban and considering the state of Chinese economy I think the CCP is trying to inflate prices nothing more.

 

[Song Hong]

One big problem of building gallium and germanium refinery is -- high pollution. Meanwhile there are many environazi in white man land -- all funded by white elites.