Gallium
Compound-semiconductor metal under Chinese export control
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Full file coming soon. Gallium's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L5 Materials · Critical mineral · China (dominant) · chokepoint
Gallium
Compound-semiconductor metal under Chinese export control
- Links
- 6
- Deals from filings
- 0
- Exposed if it fails
- 3
- 37 within 2 steps
- It depends on
- 0
- 0 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Gallium (as GaN and GaAs) is critical for power electronics, RF/5G, and increasingly for datacenter power delivery and high-efficiency switching used in AI infrastructure. China dominates roughly 90%+ of primary gallium production, and in 2023-2024 it imposed export licensing controls, then in December 2024 banned exports of gallium (and germanium, antimony) to the United States. This makes gallium a textbook geopolitical chokepoint with Western supply-diversification efforts still nascent in 2025-2026.
Key facts
from its map entry- China share
- ~90%+ of primary gallium
- Uses
- GaN power electronics, GaAs RF, LEDs
- Controls
- 2023 licensing; Dec 2024 US export ban
- 2025-26 status
- Western supply diversification early-stage
Pick a link to move the graph there: · · · · ·
Connections6 links
Pulled 28 Oct 2026 · AI Systems Map links
Who depends on it
3Policy
3Compare two: what Gallium shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links6 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.