【英文】中国镓锗出口管制对全球半导体供应链的影响报告（28页）

China implemented export controls on gallium and germanium on  August 1st, two rare earth metals essential for semiconductor  manufacturing. The restrictions are not a complete ban—China will require a license from  the Chinese Ministry of Commerce with specified information on the  recipient and purpose of use for exports. 

Ex: AXT, a US manufacturer of these products in China, is looking to gain  permission to continue exports. China’s Rare Earth Market China holds the world’s largest reserves of rare earth elements, with  many of them necessary for semiconductor production. Roughly 44M tons of rare earth oxides (REO) ”lie dormant” in Chinese soil. The US is the second largest producer of REOs with a market share of  15.5%.