Semiconductor Manufacturing
The industry that fabricates integrated circuits and chips; gallium is a key input for high-performance gallium nitride and gallium arsenide semiconductors used in power electronics, RF devices and EVs.
Covered in 4 MetalsCost.com News Intelligence articles, most recently on August 27, 2026.
Coverage
US Energy Department Backs $10 Million to Pull Gallium and Rare Earths From Waste Streams
Gallium is a key input for gallium nitride and gallium arsenide semiconductors; new domestic recovery pathways could reduce US chipmakers' exposure to foreign gallium supply disruptions.
First Solar's Tellurium Solar Panels Sit Outside New US Tariffs Arriving December 4
Cadmium telluride production depends on a tellurium supply chain increasingly subject to Chinese export licensing, a supply-side risk layered under an otherwise favorable US demand picture.
Porsche Builds Its First Gallium Nitride Chip for Car Audio, Targets 2027 Production
A mainstream automaker validating GaN in a production application builds the case for chipmakers to expand GaN production lines beyond chargers and telecom equipment.
Rio Tinto's Utah Copper Mine Builds a 30-Megawatt Solar Plant From Its Own Waste Tellurium
5N Plus's processing of copper-refining byproduct tellurium into cadmium telluride adds a specialty-materials link that depends on continued byproduct supply.
