Metal Movers: Minor metals in the age of Artificial Intelligence

Topics discussed:

• The role of gallium nitride power electronics in AI data centre infrastructure and how the gallium market outside China could expand to meet demand.
• How germanium and indium phosphide are used in high-speed data transfer and optical connections within data centres and how these markets are affected by China’s export control policies.
• The supply constraints faced by the tantalum industry at a time when tantalum demand from the capacitor industry, chip makers, and energy sector is growing rapidly.