Gallium Grinds Higher
“No clean energy roadmap can exist without GaN“
Gallium Price Up 51% Since June 2023
Goldman Sachs frames the 5 key trends supporting a positive view on commodities
Why Rob a Bank?
Alumina and Gallium lead the way for commodity performance in 2024
The Data Is In
Chinese gallium exports collapse in 2023 as new policy takes hold
Stockpiling Gallium for a Rainy Day
When the gallium price doubles and supply is cut off, what do you do?
Gallium Through US$800/kg
Gallium price upward trajectory supported by pending customer demand for data centre power efficiency
Data Centre or AI Farm?
Incumbent power generation has to get more efficient
Yole Group, Compound Semiconductors, GaN
Compound semiconductor industry to grow
Capex Commitment Coming
US earning seasons and guidance highlights coming CAPEX cycle for generative AI