US Strategic Vulnerability: The Gallium Supply Crisis (warontherocks.com)

• Total Chinese ban on gallium exports to the US since December 2024.
• US National Defense Stockpile reported zero gallium reserves during the onset of the ban.
• Gallium is essential for next-generation semiconductor manufacturing.

"China has implemented a total ban on gallium exports to the US, exposing a critical failure in American semiconductor supply chain resilience. With China controlling nearly 99% of global supply and the US National Defense Stockpile holding zero reserves, domestic chip production faces existential risks. The situation mirrors past mistakes in offshoring silicon manufacturing, underscoring the lack of a robust strategy for critical mineral self-sufficiency in the face of geopolitical retaliation."