Gallium and germanium are two elements that most people haven't even heard of. But today, they are used in the most critical aspects of modern technology, from smartphones and data centers to fiber optic networks, radars, thermal cameras, and satellites.

In this video, I explain why gallium and germanium have become critical, how China has achieved such a powerful position in this supply chain, what the 2023 and 2024 export restrictions have changed, and what the technology world could lose, from chips to satellites, if China really shuts off the supply.

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