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Bravo, #KevinGermanier# #Germanier#. ❤️🌈✨
Germanic Warrior with Helmet, 1902, by Osmar Schindler
Japan received its first parcel of Germanium products from China in 2026.
48kg of Germanium products. First time since the implementation of export control on 6 January 2026.
Taiwan Tech Insiders Warn Beijing's Germanium Squeeze Is Hitting Production
not a good day for the germanic tribes
only one man can save us now
CHINA IS STALLING EXPORTS TO TAIWAN OF KEY MATERIALS INCLUDING GERMANIUM- AND QUARTZ-BASED PRODUCTS USED IN OPTICS AND SEMICONDUCTOR MANUFACTURING, CREATING SUPPLY CHAIN BOTTLENECKS FOR TECH AND AEROSPACE INDUSTRIES.
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$MRVL and $GFS are expanding U.S. silicon germanium capacity to support next generation AI optical networking.
The added Vermont capacity will support pluggable, near packaged and co packaged optics as AI data centers push toward higher bandwidth interconnects.
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Under a multi-year agreement, Marvell $MRVL and GlobalFoundries $GFS are working to expand GFS’ silicon germanium capacity to support Marvell’s optical connectivity portfolio.
Brutal chart. China exported 2.8 metric tons of Germanium in Aug 2026, but almost all of it went to Russia (who use it for their FPV drones). Necessity is the main tailwind of $LPTH.
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Diagonal intervention feels a bit more credible than vertical. Was that Granieri's idea?
