Control of key metals for AI

The article discusses the control over vital metals essential for the artificial intelligence industry, including gallium, rare earth elements, and tantalum. Data reveals that China dominates approximately 99% of global gallium production and leads in rare earth element production with 69.2%. Meanwhile, the Democratic Republic of the Congo accounts for 52% of tantalum production. These dependencies pose challenges, as limited sources for these minerals create risks for supply chains from a geopolitical and commercial perspective. These metals hold strategic importance because they are used in manufacturing semiconductors and vital electronic components. The concentration of production raises security and economic concerns, prompting governments and companies to diversify supply sources and expand production outside the main regions.

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