China's Export Restrictions on Gallium and Semiconductors: Implications for EV Models and Global Trade

China's plans to impose export controls on gallium, a key semiconductor material used in electric vehicles (EVs), has raised concerns for automakers who rely on the metal for improving EV efficiency and reducing weight. Gallium nitride, a compound of gallium, is particularly sought after for its ability to handle power without generating heat, making it ideal for on-board chargers and inverters. However, China's export controls could force automakers to consider alternative materials like silicon carbide, despite gallium nitride's superior performance. While some experts believe other countries could step in to replace China's supply, others argue that finding a suitable alternative would be challenging and time-consuming. Automakers are cautiously monitoring the situation.