In an article published on April 21, 2026, WirtschaftsWoche examines the raw material supply of Japan's semiconductor industry. Increasingly constrained and geopolitically influenced exports from China are exposing the sector to growing risks. The report focuses on rare earths as well as gallium and germanium, and also explores the extent to which alternative sourcing options can offset these shortfalls.
TRADIUM continues to assess the market environment as strained, noting in a recent report: “Security of supply and planning reliability remain uncertain in the current year.” Market analyst Brian Hendrich further outlines the implications for importing countries such as Japan“What is emerging instead is a fragmented sourcing landscape in which availability, pricing, and quality fluctuate far more significantly than in the past.”
