Critical Mineral

GalliumGa · 31

Primary gallium metal and GaN/GaAs feedstock from non-China refiners. One of the most concentrated supply chains in the critical minerals stack.

Why it matters

Gallium underpins gallium nitride and gallium arsenide semiconductors running 5G base stations, AESA radar in modern fighter aircraft, and power electronics in electric vehicles. Western primary capacity is effectively nonexistent. This is one of the most concentrated supply chains in the critical minerals stack.

What we source

  • Primary gallium metal
  • GaN and GaAs feedstock leads

Where we source from

  • Non-China bauxite refiners
  • Zinc-circuit operators with gallium recovery

Buyer profile

Compound semiconductor wafer manufacturers, defense electronics primes, RF component houses, power electronics manufacturers.

Typical lot sizes

Kilogram to small MT quantities. Pricing referenced to Argus and Asian Metal benchmarks.

Sourcing gallium?

Tell us the specification and volume you need. We will tell you honestly whether we can find it and what verification looks like for your situation.

Other critical minerals we source