Скачать или смотреть Metallium Wins DoD Award: U.S.Ga Recovery to Power GaN/GaAs and Secure Chip Supply | The Metalnomist

Metallium secured a U.S. Department of Defense award to scale gallium recovery, a critical step toward rebuilding domestic supply for GaN and GaAs semiconductors. The program focuses on extracting gallium from recycled and by-product streams, then producing high-purity metal tailored for RF, radar, 5G, EV power electronics, and aerospace. Strategically, this reduces import exposure, shortens lead times, and adds traceability that defense and commercial customers require. Key execution levers include modular extraction capacity, robust purification to 4N–6N specs, and qualification lots that align with wafer-fab standards. Near-term watchpoints for buyers: (1) commissioning milestones and steady-state throughput, (2) binding offtake agreements that make capacity bankable, and (3) logistics integration with epi-wafer and device makers to ensure predictable deliveries. If timelines hold, Metallium’s ramp can improve price visibility, stabilize compound-semiconductor supply chains, and underpin U.S. goals for critical materials resilience.

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Focus keyphrases: Metallium gallium recovery, US DoD award, domestic gallium supply, GaN and GaAs semiconductors, critical materials resilience, recycling and by-product streams, plant commissioning milestones, offtake agreements, qualification lots

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