📊Executive Summary

The recent ban by China on the export of gallium, germanium, and antimony is poised to significantly disrupt the semiconductor supply chain. These materials are critical for producing advanced semiconductors and electronic components, with gallium and germanium being essential for gallium nitride (GaN) semiconductors. The ban, effective immediately, could lead to increased prices, extended lead times, and potential shortages in the U.S., which relies heavily on China for these materials. Procurement teams should prepare for potential cost escalations and sourcing challenges, particularly in sectors reliant on advanced semiconductor technologies....