Prices of GaAs substrates (Gallium Arsenide) used in power amplifier chips will rise in the 2nd quarter after the price of Gallium nears US$2,000/kg on spot markets, double the 2025 average, media report, saying several manufacturers have confirmed the price increases. (GaAs: Gallium Arsenide)
3 reasons for Gallium price increase (in order by impact):-China weaponization of export controls on strategic materials-Middle East war: Gallium is a byproduct of aluminum smelting and the region is a key producer.-Tech: AI data centers, LEO satellites, 5G/6G equipment use Gallium Arsenide (GaAs) and Gallium Nitride (GaN) for communications, power conversion, more.Source: Dan Nystedt
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