"China said Monday that it will impose new export restrictions on two materials crucial to making semiconductors and other electronic components, in an escalating technology trade standoff with the U.S.
Exporters will be unable to ship gallium and germanium, as well as related chemical compounds, out of China without a permit starting Aug. 1, according to the Ministry of Commerce and the General Administration of Customs.
Compound semiconductors that use gallium are essential for electronic devices as they help reduce power loss. Gallium nitride is used for lasers and other applications, and the material is expected to become more widely used in power semiconductors for electric vehicles.
Japan's Nidec and Renesas Electronics are considering using gallium nitride substrates for an EV component they are developing jointly.
China produces 98% of the world's gallium, according to the U.S. Geological Survey.
Beijing is curbing gallium supplies based on the country's export control law, implemented in late 2020. It lets authorities cite national security reasons to prohibit the shipment of controlled items to certain overseas companies."
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