# Critical Minerals and Components for Semiconductors

Semiconductors depend on 57 critical minerals, from silicon and gallium to germanium, used in products such as 3D NAND flash chip and DRAM memory chip. Stockatomics links 81 listed companies to semiconductors through the minerals they produce, process or recover and the components they make or buy.

Source: https://www.stockatomics.com/sectors/semiconductors
Critical minerals: 57
Components: 4
Linked companies: 81

## Minerals and components for semiconductors

The minerals and components semiconductors depend on, tightest supply first, with each one’s supply verdict, price change over one month and one year, and top import origin.

| Name | Type | Supply | 1M change | 1Y change | Top origin |
| --- | --- | --- | --- | --- | --- |
| [Gallium](https://www.stockatomics.com/commodities/gallium-price-us) | Mineral | Tightening | −11.0% | +72.2% | Canada |
| [Ruthenium](https://www.stockatomics.com/commodities/ruthenium-price-us) | Mineral | Tightening | −5.4% | +81.4% | South Africa |
| [Indium](https://www.stockatomics.com/commodities/indium-price-us) | Mineral | Stable | +5.7% | +142.5% | South Korea |
| [Tantalum](https://www.stockatomics.com/commodities/tantalum-price-us) | Mineral | Stable | −6.4% | +38.3% | China |
| [Germanium](https://www.stockatomics.com/commodities/germanium-price-us) | Mineral | Stable | −14.2% | +109.1% | Belgium |
| [Tin](https://www.stockatomics.com/commodities/tin-price-us) | Mineral | Tightening | −0.2% | +55.3% | Peru |
| [Hafnium](https://www.stockatomics.com/commodities/hafnium-price-us) | Mineral | Stable | +55.3% | +104.0% | Germany |
| [Rubidium](https://www.stockatomics.com/commodities/rubidium-price-us) | Mineral | Stable | - | +7.1% | - |
| [Beryllium](https://www.stockatomics.com/commodities/beryllium-price-us) | Mineral | Stable | - | +6.7% | - |
| [Silicon](https://www.stockatomics.com/commodities/silicon-price-us) | Mineral | Stable | −5.5% | −4.7% | Brazil |
| [Power transistors and SiC devices](https://www.stockatomics.com/components/power-semiconductors) | Component | Tightening | +12.6% | +24.5% | Malaysia |
| [Erbium](https://www.stockatomics.com/commodities/erbium-price-us) | Mineral | Stable | - | +7.0% | - |
| [Ytterbium](https://www.stockatomics.com/commodities/ytterbium-price-us) | Mineral | Stable | - | +7.2% | - |
| [Arsenic](https://www.stockatomics.com/commodities/arsenic-price-us) | Mineral | Stable | +62.7% | −15.0% | China |
| [Silicon wafers](https://www.stockatomics.com/components/silicon-wafers) | Component | Easing | −36.9% | −84.3% | Laos |
| [Semiconductor manufacturing equipment](https://www.stockatomics.com/components/semiconductor-equipment) | Component | Easing | - | −96.4% | Japan |
| [Helium, neon and rare gases](https://www.stockatomics.com/components/rare-gases) | Component | - | - | - | Canada |

All Semiconductor components: https://www.stockatomics.com/sectors/semiconductors/components

## The 57 critical minerals semiconductors depend on

| Mineral | Role in Semiconductors | Price per kg (USD) | 1M change | Stocks |
| --- | --- | --- | --- | --- |
| [Aluminum](https://www.stockatomics.com/commodities/aluminum-price-us) | Wire bonds, older-node wiring and power modules | $3.63 per kg contained | −7.7% | [Aluminum stocks](https://www.stockatomics.com/commodities/aluminum-stocks) |
| [Antimony](https://www.stockatomics.com/commodities/antimony-price-us) | Dopant in silicon and in infrared detectors | $22.87 per kg contained | −9.5% | - |
| [Arsenic](https://www.stockatomics.com/commodities/arsenic-price-us) | Dopant in silicon and the arsenic in gallium arsenide | $1.23 per kg contained | +62.7% | - |
| [Barite](https://www.stockatomics.com/commodities/barite-price-us) |  | $0.15 per kg barite | +88.9% | - |
| [Beryllium](https://www.stockatomics.com/commodities/beryllium-price-us) | Copper-beryllium test socket springs and beryllium oxide ceramics | $1,600 per kg contained | - | - |
| [Bismuth](https://www.stockatomics.com/commodities/bismuth-price-us) | Low-temperature solders | $65.60 per kg contained | +17.9% | - |
| [Boron](https://www.stockatomics.com/commodities/boron-price-us) | Dopant in silicon and doping gases | $5.27 per kg contained | −6.5% | - |
| [Cerium](https://www.stockatomics.com/commodities/cerium-price-us) | Polishing slurries that flatten wafers between process steps | $2.10 per kg contained | - | - |
| [Cesium](https://www.stockatomics.com/commodities/cesium-price-us) |  | $104,000 per kg contained | - | - |
| [Chromium](https://www.stockatomics.com/commodities/chromium-price-us) |  | $1.86 per kg contained | - | - |
| [Cobalt](https://www.stockatomics.com/commodities/cobalt-price-us) | Liners and contacts in advanced chip wiring | $56.81 per kg contained | −3.9% | [Cobalt stocks](https://www.stockatomics.com/commodities/cobalt-stocks) |
| [Copper](https://www.stockatomics.com/commodities/copper-price-us) | Chip wiring and package substrates | $13.92 per kg contained | +2.2% | [Copper stocks](https://www.stockatomics.com/commodities/copper-stocks) |
| [Dysprosium](https://www.stockatomics.com/commodities/dysprosium-price-us) |  | $274.30 per kg contained | - | - |
| [Erbium](https://www.stockatomics.com/commodities/erbium-price-us) | Optical amplifier and photonics components | $52.60 per kg contained | - | - |
| [Europium](https://www.stockatomics.com/commodities/europium-price-us) |  | $31.26 per kg contained | - | - |
| [Fluorspar](https://www.stockatomics.com/commodities/fluorspar-price-us) | Hydrofluoric acid and fluorinated gases for cleaning and etching wafers | $0.54 per kg fluorspar | +9.3% | - |
| [Gadolinium](https://www.stockatomics.com/commodities/gadolinium-price-us) |  | $34.58 per kg contained | - | - |
| [Gallium](https://www.stockatomics.com/commodities/gallium-price-us) | Gallium arsenide and gallium nitride radio-frequency, power and optical chips | $1,530 per kg contained | −11.0% | - |
| [Germanium](https://www.stockatomics.com/commodities/germanium-price-us) | Silicon-germanium high-speed chips and photodetectors | $4,861 per kg contained | −14.2% | - |
| [Graphite](https://www.stockatomics.com/commodities/graphite-price-us) |  | $1.17 per kg graphite | −40.4% | - |
| [Hafnium](https://www.stockatomics.com/commodities/hafnium-price-us) | High-k gate insulators in advanced logic and memory chips | $5,039 per kg contained | +55.3% | - |
| [Holmium](https://www.stockatomics.com/commodities/holmium-price-us) |  | $80.18 per kg contained | - | - |
| [Indium](https://www.stockatomics.com/commodities/indium-price-us) | Indium phosphide optical chips and indium-based solders | $732.37 per kg contained | +5.7% | - |
| [Iridium](https://www.stockatomics.com/commodities/iridium-price-us) |  | $158,394 per kg contained | +2.7% | - |
| [Lanthanum](https://www.stockatomics.com/commodities/lanthanum-price-us) | Gate dielectric materials in advanced chips | $1.17 per kg contained | - | - |
| [Lead](https://www.stockatomics.com/commodities/lead-price-us) |  | $1.93 per kg contained | −7.7% | [Lead stocks](https://www.stockatomics.com/commodities/lead-stocks) |
| [Lithium](https://www.stockatomics.com/commodities/lithium-price-us) |  | $89.62 per kg contained | +24.4% | [Lithium stocks](https://www.stockatomics.com/commodities/lithium-stocks) |
| [Lutetium](https://www.stockatomics.com/commodities/lutetium-price-us) |  | $1,010 per kg contained | - | - |
| [Magnesium](https://www.stockatomics.com/commodities/magnesium-price-us) |  | $3.99 per kg contained | −2.0% | - |
| [Manganese](https://www.stockatomics.com/commodities/manganese-price-us) |  | $0.58 per kg contained | - | [Manganese stocks](https://www.stockatomics.com/commodities/manganese-stocks) |
| [Neodymium](https://www.stockatomics.com/commodities/neodymium-price-us) |  | $85.14 per kg contained | - | - |
| [Nickel](https://www.stockatomics.com/commodities/nickel-price-us) | Under-bump metallisation and plating | $17.24 per kg contained | −5.8% | [Nickel stocks](https://www.stockatomics.com/commodities/nickel-stocks) |
| [Niobium](https://www.stockatomics.com/commodities/niobium-price-us) |  | $42.82 per kg contained | −0.6% | - |
| [Palladium](https://www.stockatomics.com/commodities/palladium-price-us) | Plating on lead frames and connectors | $41,504 per kg contained | −5.2% | - |
| [Phosphate](https://www.stockatomics.com/commodities/phosphate-price-us) |  | $0.091 per kg phosphate rock | +5.5% | [Phosphate stocks](https://www.stockatomics.com/commodities/phosphate-stocks) |
| [Platinum](https://www.stockatomics.com/commodities/platinum-price-us) | Sensors and specialty contacts | $53,892 per kg contained | −1.6% | - |
| [Praseodymium](https://www.stockatomics.com/commodities/praseodymium-price-us) |  | $89.40 per kg contained | - | - |
| [Rhenium](https://www.stockatomics.com/commodities/rhenium-price-us) |  | $5,002 per kg contained | +63.3% | - |
| [Rhodium](https://www.stockatomics.com/commodities/rhodium-price-us) |  | $258,682 per kg contained | −3.2% | - |
| [Rubidium](https://www.stockatomics.com/commodities/rubidium-price-us) |  | $24,530 per kg contained | - | - |
| [Ruthenium](https://www.stockatomics.com/commodities/ruthenium-price-us) | Emerging metal for the smallest interconnects | $44,386 per kg contained | −5.4% | - |
| [Samarium](https://www.stockatomics.com/commodities/samarium-price-us) |  | $3.27 per kg contained | - | - |
| [Scandium](https://www.stockatomics.com/commodities/scandium-price-us) | Scandium aluminum nitride in radio-frequency filters | $5,200 per kg contained | - | - |
| [Silicon](https://www.stockatomics.com/commodities/silicon-price-us) | The wafer on which most chips are built | $2.85 per kg contained | −5.5% | - |
| [Silver](https://www.stockatomics.com/commodities/silver-price-us) | Die-attach pastes and solders | $2,040 per kg contained | +5.7% | [Silver stocks](https://www.stockatomics.com/commodities/silver-stocks) |
| [Tantalum](https://www.stockatomics.com/commodities/tantalum-price-us) | Barrier layers that keep copper wiring in place | $628.07 per kg contained | −6.4% | - |
| [Tellurium](https://www.stockatomics.com/commodities/tellurium-price-us) | Phase-change memory materials and infrared detectors | $163.72 per kg contained | +40.9% | - |
| [Terbium](https://www.stockatomics.com/commodities/terbium-price-us) |  | $1,188 per kg contained | - | - |
| [Thulium](https://www.stockatomics.com/commodities/thulium-price-us) |  | $1,840 per kg contained | - | - |
| [Tin](https://www.stockatomics.com/commodities/tin-price-us) | Solder bumps and joints in chip packages | $52.30 per kg contained | −0.2% | - |
| [Titanium](https://www.stockatomics.com/commodities/titanium-price-us) | Titanium nitride barriers and sputtering targets | $0.83 per kg contained | - | [Titanium stocks](https://www.stockatomics.com/commodities/titanium-stocks) |
| [Tungsten](https://www.stockatomics.com/commodities/tungsten-price-us) | Contacts, vias and sputtering targets | $127.28 per kg contained | −7.9% | - |
| [Vanadium](https://www.stockatomics.com/commodities/vanadium-price-us) |  | $23.90 per kg contained | −9.7% | - |
| [Ytterbium](https://www.stockatomics.com/commodities/ytterbium-price-us) |  | $17.08 per kg contained | - | - |
| [Yttrium](https://www.stockatomics.com/commodities/yttrium-price-us) | Plasma-resistant coatings inside etch chambers | $11.43 per kg contained | - | - |
| [Zinc](https://www.stockatomics.com/commodities/zinc-price-us) |  | $3.79 per kg contained | −0.2% | [Zinc stocks](https://www.stockatomics.com/commodities/zinc-stocks) |
| [Zirconium](https://www.stockatomics.com/commodities/zirconium-price-us) | High-k materials and ceramic components | $2.39 per kg contained | −53.3% | - |

## Products in semiconductors

- 3D NAND flash chip
- DRAM memory chip
- GaAs RF front-end chip
- GaN power transistor
- Leading-edge logic wafer (3 nm class)
- SiC power MOSFET

## Semiconductors and critical minerals

Semiconductors are the most materials-intensive products most people never see. A modern chip is built atom by atom from dozens of elements, deposited, etched and polished in layers only a few atoms thick, and many of those elements appear on the US critical minerals list.

Silicon is the foundation, yet the industry long ago moved beyond it. Compound semiconductors made from gallium, arsenic, indium and germanium handle radio frequencies, light and high power that silicon cannot. Inside advanced logic and memory chips, hafnium forms the gate insulators, tungsten, cobalt and ruthenium carry signals through ever smaller connections, and tantalum lines the copper wiring. Making those chips consumes still more critical minerals, from fluorspar-derived etching gases to cerium polishing slurries and yttrium coatings that protect the equipment itself.

Stockatomics maps 57 critical minerals to semiconductors, covering both what ends up inside a chip and what it takes to make one.

## Why semiconductors need these minerals

Making a chip is the most demanding industrial process on earth, and it draws on critical minerals in two ways: as materials built into the chip, and as consumables that make manufacturing possible.

### Inside the chip

**Silicon** is the substrate for most chips, doped with **boron**, **arsenic** and **antimony** to control how it conducts. Compound semiconductors replace silicon where it falls short: **gallium** arsenide and gallium nitride for radio-frequency and power chips, **indium** phosphide for optical chips, and **germanium** in silicon-germanium for high-speed electronics. In advanced logic and memory, **hafnium** forms the high-k gate insulators, **tungsten**, **cobalt** and **ruthenium** carry current through the smallest contacts, and **tantalum** and **titanium** barriers keep **copper** wiring in place.

### In the fab

The process consumes its own critical minerals. **Fluorspar** is the source of the hydrofluoric acid and fluorinated gases used to clean and etch wafers, **cerium** oxide slurries polish them flat, and **yttrium** coatings protect plasma etch chambers from the gases inside them. Sputtering targets made of tantalum, tungsten, titanium and **cobalt** deposit the metal layers.

### Packaging

Once made, chips are packaged and connected: **tin** and **silver** solders, **palladium** and **nickel** platings, **beryllium**-copper test springs and, in power modules, **aluminum** wire bonds. Advanced packaging, which stacks memory and logic together, is adding demand for all of them.

## Semiconductors supply chain risks

The semiconductor supply chain is famously concentrated: a few companies make the most advanced chips, and a few countries supply many of the materials. China is the dominant source of gallium, germanium, refined rare earths and several minor metals, and its export controls on gallium, germanium, antimony, tungsten and indium all touch the industry.

Other inputs are concentrated elsewhere. High-purity quartz for crucibles comes from very few deposits, fluorspar-derived chemicals depend on Chinese and Mexican supply, and hafnium comes from only a handful of zirconium refineries worldwide.

### What that means for chipmakers

- Western fabs are qualifying alternative suppliers and building stockpiles of the most exposed materials
- Government programmes in the US, Europe and Japan now fund materials supply as well as chip factories
- Compound semiconductor makers, the heaviest users of gallium and germanium, are the most exposed

## What is changing for semiconductors

As of October 2026, semiconductors sit at the centre of industrial policy in the US, Europe, Japan and China. Governments are funding new fabs closer to home, and demand for advanced chips is being driven above all by artificial intelligence.

### What to watch

- **Reshoring:** new fabs in the US and Europe need local supplies of chemicals, gases and materials as well as equipment
- **New materials at the leading edge:** as transistors shrink, ruthenium, cobalt and new high-k materials are replacing older choices
- **Advanced packaging:** stacking chips together increases the use of solders, platings and substrates
- **Power chips:** gallium nitride and silicon carbide are taking share in chargers, data centres, vehicles and the grid
- **Materials controls:** Chinese export controls on gallium, germanium and minor metals are pushing chipmakers to find and fund new sources

## In the Stockatomics Terminal

Demand share by mineral, implied demand value, demand growth scenarios and companies ranked by semiconductors exposure.

## Companies linked to semiconductors

| Company | Ticker | Exchange |
| --- | --- | --- |
| [Air Liquide](https://www.stockatomics.com/companies/air-liquide-epa-ai) | AI | EPA |
| [Air Products](https://www.stockatomics.com/companies/air-products-nyse-apd) | APD | NYSE |
| [Albemarle](https://www.stockatomics.com/companies/albemarle-nyse-alb) | ALB | NYSE |
| [Alcoa](https://www.stockatomics.com/companies/alcoa-nyse-aa) | AA | NYSE |
| [Americas Gold and Silver](https://www.stockatomics.com/companies/americas-gold-and-silver-nyse-american-usas) | USAS | NYSE American |
| [Andrada Mining](https://www.stockatomics.com/companies/andrada-mining-aim-atm) | ATM | AIM |
| [Anglo American](https://www.stockatomics.com/companies/anglo-american-lon-aal) | AAL | LON |
| [Antofagasta](https://www.stockatomics.com/companies/antofagasta-lon-anto) | ANTO | LON |
| [Applied Materials](https://www.stockatomics.com/companies/applied-materials-nasdaq-amat) | AMAT | NASDAQ |
| [ASML](https://www.stockatomics.com/companies/asml-nasdaq-asml) | ASML | NASDAQ |
| [Barrick Mining](https://www.stockatomics.com/companies/barrick-mining-nyse-b) | B | NYSE |
| [BHP](https://www.stockatomics.com/companies/bhp-nyse-bhp) | BHP | NYSE |
| [Boliden](https://www.stockatomics.com/companies/boliden-sto-bol) | BOL | STO |
| [BYD](https://www.stockatomics.com/companies/byd-hkg-1211) | 1211 | HKG |
| [Capstone Copper](https://www.stockatomics.com/companies/capstone-copper-tse-cs) | CS | TSE |
| [Century Aluminum](https://www.stockatomics.com/companies/century-aluminum-nasdaq-cenx) | CENX | NASDAQ |
| [Chalco](https://www.stockatomics.com/companies/chalco-hkg-2600) | 2600 | HKG |
| [China Hongqiao](https://www.stockatomics.com/companies/china-hongqiao-hkg-1378) | 1378 | HKG |
| [CMOC Group](https://www.stockatomics.com/companies/cmoc-group-hkg-3993) | 3993 | HKG |
| [Coeur Mining](https://www.stockatomics.com/companies/coeur-mining-nyse-cde) | CDE | NYSE |
| [Eramet](https://www.stockatomics.com/companies/eramet-epa-eramet) | ERAMET | EPA |
| [Ferroglobe](https://www.stockatomics.com/companies/ferroglobe-nasdaq-gsm) | GSM | NASDAQ |
| [First Majestic Silver](https://www.stockatomics.com/companies/first-majestic-silver-nyse-ag) | AG | NYSE |
| [First Quantum Minerals](https://www.stockatomics.com/companies/first-quantum-minerals-tse-fm) | FM | TSE |
| [Freeport-McMoRan](https://www.stockatomics.com/companies/freeport-mcmoran-nyse-fcx) | FCX | NYSE |
| [Fresnillo](https://www.stockatomics.com/companies/fresnillo-otc-fnlpf) | FNLPF | OTC |
| [Glencore](https://www.stockatomics.com/companies/glencore-otc-glcnf) | GLCNF | OTC |
| [GlobalWafers](https://www.stockatomics.com/companies/globalwafers-tpex-6488) | 6488 | TPEX |
| [Hecla Mining](https://www.stockatomics.com/companies/hecla-mining-nyse-hl) | HL | NYSE |
| [Hindustan Zinc](https://www.stockatomics.com/companies/hindustan-zinc-nse-hindzinc) | HINDZINC | NSE |
| [Hudbay Minerals](https://www.stockatomics.com/companies/hudbay-minerals-tse-hbm) | HBM | TSE |
| [ICL Group](https://www.stockatomics.com/companies/icl-group-nyse-icl) | ICL | NYSE |
| [IGO](https://www.stockatomics.com/companies/igo-asx-igo) | IGO | ASX |
| [Iluka Resources](https://www.stockatomics.com/companies/iluka-resources-asx-ilu) | ILU | ASX |
| [Impala Platinum](https://www.stockatomics.com/companies/impala-platinum-otc-impuy) | IMPUY | OTC |
| [Infineon Technologies](https://www.stockatomics.com/companies/infineon-technologies-etr-ifx) | IFX | ETR |
| [Intel](https://www.stockatomics.com/companies/intel-nasdaq-intc) | INTC | NASDAQ |
| [Ivanhoe Mines](https://www.stockatomics.com/companies/ivanhoe-mines-tse-ivn) | IVN | TSE |
| [Kenmare Resources](https://www.stockatomics.com/companies/kenmare-resources-lon-kmr) | KMR | LON |
| [KGHM Polska Miedz](https://www.stockatomics.com/companies/kghm-otc-kghpf) | KGHPF | OTC |
| [KLA](https://www.stockatomics.com/companies/kla-nasdaq-klac) | KLAC | NASDAQ |
| [Korea Zinc](https://www.stockatomics.com/companies/korea-zinc-krx-010130) | 010130 | KRX |
| [Lam Research](https://www.stockatomics.com/companies/lam-research-nasdaq-lrcx) | LRCX | NASDAQ |
| [Largo](https://www.stockatomics.com/companies/largo-nasdaq-lgo) | LGO | NASDAQ |
| [Linde](https://www.stockatomics.com/companies/linde-nyse-lin) | LIN | NYSE |
| [Liontown Resources](https://www.stockatomics.com/companies/liontown-resources-asx-ltr) | LTR | ASX |
| [Lundin Mining](https://www.stockatomics.com/companies/lundin-mining-tse-lun) | LUN | TSE |
| [Lynas Rare Earths](https://www.stockatomics.com/companies/lynas-rare-earths-asx-lyc) | LYC | ASX |
| [Materion](https://www.stockatomics.com/companies/materion-nyse-mtrn) | MTRN | NYSE |
| [Micron Technology](https://www.stockatomics.com/companies/micron-technology-nasdaq-mu) | MU | NASDAQ |
| [Mineral Resources](https://www.stockatomics.com/companies/mineral-resources-asx-min) | MIN | ASX |
| [Molymet](https://www.stockatomics.com/companies/molymet-snse-molymet) | MOLYMET | SNSE |
| [Mosaic](https://www.stockatomics.com/companies/mosaic-nyse-mos) | MOS | NYSE |
| [MP Materials](https://www.stockatomics.com/companies/mp-materials-nyse-mp) | MP | NYSE |
| [Newmont](https://www.stockatomics.com/companies/newmont-nyse-nem) | NEM | NYSE |
| [Nexa Resources](https://www.stockatomics.com/companies/nexa-resources-nyse-nexa) | NEXA | NYSE |
| [Norsk Hydro](https://www.stockatomics.com/companies/norsk-hydro-osl-nhy) | NHY | OSL |
| [Nutrien](https://www.stockatomics.com/companies/nutrien-nyse-ntr) | NTR | NYSE |
| [ON Semiconductor](https://www.stockatomics.com/companies/on-semiconductor-nasdaq-on) | ON | NASDAQ |
| [Pan American Silver](https://www.stockatomics.com/companies/pan-american-silver-nyse-paas) | PAAS | NYSE |
| [Pilbara Minerals](https://www.stockatomics.com/companies/pilbara-minerals-asx-pls) | PLS | ASX |
| [Rio Tinto](https://www.stockatomics.com/companies/rio-tinto-nyse-rio) | RIO | NYSE |
| [Samsung Electronics](https://www.stockatomics.com/companies/samsung-electronics-krx-005930) | 005930 | KRX |
| [Shin-Etsu Chemical](https://www.stockatomics.com/companies/shin-etsu-chemical-tyo-4063) | 4063 | TYO |
| [Sibanye-Stillwater](https://www.stockatomics.com/companies/sibanye-stillwater-nyse-sbsw) | SBSW | NYSE |
| [Siltronic](https://www.stockatomics.com/companies/siltronic-etr-waf) | WAF | ETR |
| [Sinomine Resource Group](https://www.stockatomics.com/companies/sinomine-resource-group-she-002738) | 002738 | SHE |
| [Sociedad Quimica y Minera](https://www.stockatomics.com/companies/sqm-nyse-sqm) | SQM | NYSE |
| [South32](https://www.stockatomics.com/companies/south32-asx-s32) | S32 | ASX |
| [Southern Copper](https://www.stockatomics.com/companies/southern-copper-nyse-scco) | SCCO | NYSE |
| [STMicroelectronics](https://www.stockatomics.com/companies/stmicroelectronics-nyse-stm) | STM | NYSE |
| [Sumco](https://www.stockatomics.com/companies/sumco-tyo-3436) | 3436 | TYO |
| [Syrah Resources](https://www.stockatomics.com/companies/syrah-resources-otc-syaaf) | SYAAF | OTC |
| [Tesla](https://www.stockatomics.com/companies/tesla-nasdaq-tsla) | TSLA | NASDAQ |
| [Titan Mining](https://www.stockatomics.com/companies/titan-mining-tse-ti) | TI | TSE |
| [Tokyo Electron](https://www.stockatomics.com/companies/tokyo-electron-tyo-8035) | 8035 | TYO |
| [Tronox](https://www.stockatomics.com/companies/tronox-nyse-trox) | TROX | NYSE |
| [TSMC](https://www.stockatomics.com/companies/tsmc-nyse-tsm) | TSM | NYSE |
| [United States Antimony](https://www.stockatomics.com/companies/united-states-antimony-nyse-uamy) | UAMY | NYSE |
| [Vale](https://www.stockatomics.com/companies/vale-nyse-vale) | VALE | NYSE |
| [Wolfspeed](https://www.stockatomics.com/companies/wolfspeed-nyse-wolf) | WOLF | NYSE |

## FAQ

### Why do semiconductors need critical minerals?

Chips are built from many elements, and the most advanced ones use dozens. Some form the chip itself, such as silicon, gallium and hafnium; others are consumed in making it, such as fluorspar-based etching gases and cerium polishing slurries.

### What are compound semiconductors?

Chips made from two or more elements, such as gallium arsenide, gallium nitride and indium phosphide. They handle radio frequencies, light and high power better than silicon, which is why they are used in phones, radar, chargers and optical networks.

### Why do Chinese export controls matter to chipmakers?

China produces most of the world's gallium and germanium and much of its tungsten and indium, and has restricted exports of all of them. Chipmakers outside China, especially makers of compound semiconductors, have had to find new suppliers and build stockpiles.

### Which minerals are used to make chips but not inside them?

Fluorspar for hydrofluoric acid and fluorinated gases, cerium for polishing slurries and yttrium for protective coatings in etch chambers, among others.

### Which critical minerals do semiconductors need?

Semiconductors depend on 57 critical minerals: aluminum, antimony, arsenic, barite, beryllium, bismuth, boron, cerium, cesium, chromium, cobalt, copper, dysprosium, erbium, europium, fluorspar, gadolinium, gallium, germanium, graphite, hafnium, holmium, indium, iridium, lanthanum, lead, lithium, lutetium, magnesium, manganese, neodymium, nickel, niobium, palladium, phosphate, platinum, praseodymium, rhenium, rhodium, rubidium, ruthenium, samarium, scandium, silicon, silver, tantalum, tellurium, terbium, thulium, tin, titanium, tungsten, vanadium, ytterbium, yttrium, zinc and zirconium. [Each mineral's role and price per kg](https://www.stockatomics.com/sectors/semiconductors#minerals-table) is on this page.

### Which companies are linked to semiconductors?

Stockatomics links 81 listed companies to semiconductors through the critical minerals they produce, process or recover and the components they make or buy, among them [Air Liquide](https://www.stockatomics.com/companies/air-liquide-epa-ai) (EPA: AI), [Air Products](https://www.stockatomics.com/companies/air-products-nyse-apd) (NYSE: APD), [Albemarle](https://www.stockatomics.com/companies/albemarle-nyse-alb) (NYSE: ALB), [Alcoa](https://www.stockatomics.com/companies/alcoa-nyse-aa) (NYSE: AA), [Americas Gold and Silver](https://www.stockatomics.com/companies/americas-gold-and-silver-nyse-american-usas) (NYSE American: USAS) and [Andrada Mining](https://www.stockatomics.com/companies/andrada-mining-aim-atm) (AIM: ATM). [See all 81](https://www.stockatomics.com/sectors/semiconductors#companies).

## Related sectors

- [Power Grids](https://www.stockatomics.com/sectors/power-grids): 57 minerals in common
- [Defence](https://www.stockatomics.com/sectors/defence): 57 minerals in common
- [Electric Vehicles](https://www.stockatomics.com/sectors/electric-vehicles): 56 minerals in common

## Sources

- U.S. Geological Survey (USGS): the US critical minerals list and where each mineral is used.
- Company filings: each company’s minerals and its role in each.
- Stockatomics: each mineral’s benchmark price per kg.

Last updated 18 October 2026.