📊Executive Summary

As 2025 begins, the semiconductor market faces a complex landscape shaped by geopolitical tensions, labor shortages, and the aftermath of the U.S.-China trade war. The article highlights the impact of China's recent export restrictions on critical minerals such as gallium, germanium, and antimony, which have led to significant lead time delays and price increases. For instance, the price of antimony trioxide has more than doubled to $39k per metric ton, exacerbating supply issues for U.S. companies reliant on these materials. Additionally, the potential for increased tariffs under the new U.S. administration poses further risks to the semiconductor supply chain, potentially disrupting availability and increasing costs for manufacturers. Procurement teams should closely monitor these developments as they navigate sourcing strategies in a recovering but uncertain market....