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8min chapter
Nvidia's Earnings Report, Gallium and Germanium Export Controls, and OpenAI's National Security Demo
The AI Policy Podcast
The Crucial Role of Gallium and Germanium in Semiconductors
This chapter examines the importance of gallium and germanium in semiconductor manufacturing, emphasizing their unique applications beyond silicon. It also analyzes recent Chinese export controls on these materials, discussing the ramifications for global supply chains and the need for alternative sourcing strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode