Gallium Nitride
Coverage of Gallium Nitride in the Nexus archive.
- China’s unique high-orbit satellite is using a rare metal the US struggles to obtain
China's Ludi Tance-4 01 radar satellite, which provides continuous surveillance over a third of Earth's surface, uses gallium nitride (GaN) semiconductors. The rare mineral critical to its operation is predominantly supplied by China, creating a strategic advantage over the US, which struggles to obtain it.
- Chinese compound chip stocks surge after Supreme Court blocks Infineon in GaN patent case
China's Supreme People’s Court upheld an injunction against Infineon Technologies, blocking its gallium nitride (GaN) products in mainland China, leading to a surge in domestic semiconductor stocks. The decision, announced by rival Innoscience, is expected to impact China’s third-generation chip sector.
- The United States Is Repeating Its Silicon Mistake with Gallium Nitride
China controls 99% of global primary gallium and has banned exports to the United States as of December 2024, leaving the U.S. National Defense Stockpile with zero reserves. This mirrors a historical mistake the U.S. made with silicon semiconductors, where loss of domestic manufacturing capacity created strategic vulnerability.