The Germanium market is becoming increasingly strained as strong demand from U.S. smart city and xG technologies meets limited availability caused by China&#xx;s export controls and U.S. tariff policies.
Key takeaways:
U.S. tariffs on Chinese imports and China&#xx;s dual-use export controls are reshaping the germanium market. These policies have increased costs in the downstream markets in the USA.
While the U.S. aims to reduce reliance on Chinese imports, China&#xx;s expanding investment in Germanium-intensive sectors like infrared tech and semiconductors is reinforcing its dominance in the downstream market.
USA
The escalating development of smart cities, intelligent transportation systems, and xG networks across the United States is fueling a significant surge in the demand for fiber optics, a key application for Germanium. The increasing demand for Germanium in the USA is being challenged by substantial supply-side limitations. This...
