半导体原材料，告罄！

Core Insights - The ongoing Middle East conflict and China's export restrictions have led to a significant increase in the prices of key metals used in chip manufacturing, with gallium prices rising dramatically [3] - The price of gallium has surged to approximately $2,100 per kilogram, marking a 123% increase since the beginning of 2025 [3] - Major aluminum production has been disrupted due to the conflict, pushing aluminum prices to a four-year high of $3,418 per ton [3] - There is a persistent shortage of indium phosphide substrates used in high-frequency optical communication and telecom components, with no immediate relief in sight [3] Industry Response - Companies like Samsung and SK Hynix are actively monitoring helium inventories, as Qatar supplies over one-third of the global helium supply, which is critical for semiconductor manufacturing [4] - Manufacturers are abandoning just-in-time inventory models and are beginning to stockpile raw materials while diversifying their supplier base [4] - Firms are willing to accept potential losses from price declines to prioritize supply chain security [4] Applications and Impact - Gallium nitride and gallium arsenide components are widely used in consumer electronics, including power semiconductors in PC power supplies and laptop chargers, as well as RF chips in Wi-Fi 7 and networking devices [4]