Chip costs surge as Mideast conflict worsens impact of China’s gallium export ban

Prices for key chipmaking materials have surged as Middle East conflict–related disruptions compound China’s existing gallium export controls. Industry sources say metals like tungsten, tantalum, and molybdenum have doubled in price, some chemicals tripled, and gallium has risen 123% since early 2025 to about $2,100 per kilogram, tightening supply for GaAs and GaN semiconductor production.

Видео Chip costs surge as Mideast conflict worsens impact of China’s gallium export ban канала Saeb Masarwa Eng