Germanium
Optical/SiGe metal also under Chinese export ban
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Full file coming soon. Germanium'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
Germanium
Optical/SiGe metal also under Chinese export ban
- Links
- 4
- Deals from filings
- 0
- Exposed if it fails
- 1
- 34 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
Germanium is used in fiber optics, infrared optics, solar cells, and silicon-germanium (SiGe) devices relevant to high-speed interconnect and optical transceivers in AI datacenters. China controls the majority of refined germanium output and, like gallium, subjected it to export licensing in 2023 and a full ban on exports to the US in December 2024. It is a strategic chokepoint for optical networking and defense-adjacent electronics.
Key facts
from its map entry- China share
- ~60-80% of refined germanium
- Uses
- Fiber/IR optics, SiGe, solar, transceivers
- Controls
- 2023 licensing; Dec 2024 US export ban
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Connections4 links
Pulled 28 Oct 2026 · AI Systems Map links
Who depends on it
1Policy
3Compare two: what Germanium 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 links4 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.