Germanium & China
5 shared events · Importance 3 · Last updated Jun 11, 2026
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International
Germanium: Germanium is a domestic Chinese leader in indium phosphide substrate manufacturing, rapidly scaling production capacity and in talks with Chinese officials for export approvals.
China: China has implemented export restrictions on indium phosphide, using it as a trade weapon that could disrupt the global rollout of AI data centers. China is the world's top producer of indium.
Apr 20, 2026 · 6 articles
Domestic
Germanium: Critical mineral used in infrared sensors; Lockheed is seeking domestic supply.
China: China's dominance in critical minerals processing is the central concern driving U.S. policy, and its export controls have prompted the U.S. push for self-sufficiency.
Mar 08, 2026 · 112 articles
International
Germanium: Germanium is expected to be part of the European Union's final mix of critical minerals for stockpiling, reflecting its strategic value and past supply disruptions from China.
China: Western governments are trying to reduce their reliance on China>>> for critical minerals, which could impact China>>>'s market dominance in the long term.
May 20, 2026 · 15 articles
Accidents
Germanium: DRC holds germanium reserves; outbreak may impact strategic mineral supply.
China: Dominant player in DRC's mining sector; US efforts to reduce reliance on China are complicated by the outbreak.
Jul 06, 2026 · 410 articles
International
Germanium: China pledged to issue general licenses valid for exports of rare earths, gallium, germanium, antimony and graphite for the benefit of US end users.
May 07, 2026 · 109 articles
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