China's Semiconductor Metal Export Restrictions: Implications and Risks for US National Interests

On July 3rd, China announced its decision to impose export controls on two critical metals, gallium and germanium, starting from August 1st. These metals play a vital role in the semiconductor industry, which is crucial for strategic emerging sectors. China is not only rich in reserves of these metals but also a major global supplier. By implementing export licenses, China aims to identify the end-users and purposes of these critical metal exports to mitigate risks to national security and interests. This blog post will analyze the implications and risks of these restrictions on the semiconductor industry and the security of US national interests.

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