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Nvidia's Earnings Report, Gallium and Germanium Export Controls, and OpenAI's National Security Demo

The AI Policy Podcast

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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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