Ga

Gallium

Companies

Key Companies in the Gallium Value Chain

The Gallium industry encompasses at least 6 major companies from junior explorers and mine developers to integrated producers and downstream processors. With annual production of 740 tonnes and prices around 500-690 $/kg, the Gallium market supports a diverse corporate ecosystem.

Annual Production

740

tonnes

Market Price

500-690

$/kg

Top Producer

China

98% share

Companies Tracked

6

Major Producers and Processors

The following companies are key participants in the Gallium supply chain:

China Aluminum Corporation (Chinalco)

Primary producer
China

Worlds largest aluminum company and leading primary gallium producer through extraction from Bayer liquor at its alumina refineries

AXT Inc

Wafer producer AXTI
United States

Major producer of GaAs, InP, and GaSb compound semiconductor substrates

Freiberger Compound Materials

Wafer producer
Germany

European GaAs wafer manufacturer for wireless, optoelectronic, and solar applications

Sumitomo Electric

Wafer producer 5802.T
Japan

Major Japanese compound semiconductor wafer producer for GaAs and GaN

Wolfspeed (Cree)

GaN device maker WOLF
United States

Leading silicon carbide and gallium nitride device manufacturer for power electronics and 5G

5N Plus

Refiner VNP.TO
Canada

Canadian specialty metals company refining gallium to high-purity grades for semiconductor applications

Active Operations and Development Projects

These are the key Gallium operations and development-stage projects associated with the companies above:

Neo Performance Materials gallium recycling

Neo Performance Materials

Production
Country: Canada/Estonia Capacity: Recycling operation

Recovers and refines gallium from semiconductor manufacturing scrap

Ucore Rare Metals gallium recovery

Ucore Rare Metals

Development
Country: Canada Capacity: TBD

Developing gallium recovery capabilities as part of critical mineral processing

Various European alumina refineries

Multiple operators

Evaluation
Country: Europe Capacity: TBD

Post-2023 export controls, European and non-Chinese alumina refineries are evaluating gallium extraction from Bayer liquor streams that currently go unrecovered

Corporate Strategy Trends

Major consumers of Gallium across the semiconductors (gaas, gan) and 5g telecommunications sectors are increasingly focused on securing long-term supply agreements, investing in supply chain traceability, and supporting new production sources to reduce exposure to the 98% concentration in China.

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