chemical · input

Germanium Tetrachloride (GeCl4)

Critical core dopant that raises the refractive index of the fiber core relative to the cladding, enabling light guidance. China controls ~60% of world germanium mine production and imposed a full US export ban in December 2024.

6

Source countries

9

Companies

1

Goods affected

0

Claims on record

What depends on it

Goods that need this input

1 essential American goods rely on germanium tetrachloride (gecl4) somewhere upstream in their supply chain.

Where it comes from

Source countries

Share of global supply, by country.

Who makes it

Supplier companies

9 companies produce germanium tetrachloride (gecl4).

Yunnan Chihong Zinc & Germanium Co.

HQ CN25% share

Shanghai-listed (600497) subsidiary of Yunnan Metallurgical Group / Chinalco; headquartered in Qujing, Yunnan. Operates the largest primary germanium processing factory in the world (>200,000 sq m, Qujing Economic and Technological Development Zone). Subsidiary Yunnan Chihong International Germanium Industry Co. runs a dedicated 30 t/yr fiber-optic ultra-high-purity GeCl4 production line. Produced 65,900 kg of germanium products in 2023 (18% above 2022), representing >52% of China's total germanium output and ~11-14% of global supply.

Yunnan Lincang Xinyuan Germanium Industry Co.

HQ CN15% share

Shenzhen-listed (002428) germanium producer based in Lincang, Yunnan; one of China's two dominant germanium companies (alongside Chihong). Full vertical stack: fiber-grade GeCl4, PV-grade Ge wafers (300,000/yr solar cell grade), infrared Ge crystals, compound semiconductors (GaAs, InP). Annual capacity: 47.6 metric tons germanium ingot; 60 metric tons germanium tetrahydride. Founded 1998, ~1,356 employees.

Umicore NV/SA(UMI)

HQ BE10% share

Umicore N.V. (Brussels; Euronext: UMI; ~$4B revenue) is a global specialty materials and recycling company whose Hoboken, Belgium precious metals refinery is a major European indium producer. Umicore recovers indium from complex lead/copper metallurgical residues and dusts at its Hoboken smelter near Antwerp — a unique secondary-metallurgy process that differs from the primary zinc-smelter byproduct route used by most producers. Umicore's indium capacity is ~50 tonnes/year, representing ~3% of global output and making Belgium a meaningful EU indium source. Umicore is also the world's leading recycler of battery materials (cobalt, lithium) and catalysts; indium recovery at Hoboken is one component of a broader complex metals recovery operation. Umicore's Hoboken plant is one of the most technically sophisticated non-ferrous secondary smelters in the world.

Teck Resources(TECK.B.TO)

HQ CA8% share

Teck Resources Limited (Vancouver; NYSE: TECK; ~$9B revenue) is one of the world's largest integrated zinc producers and a major Western indium producer. Indium is recovered as a byproduct at Teck's Trail Operations in Trail, British Columbia — one of the largest integrated zinc and lead smelting complexes in the world. Teck produces 99.995%-minimum-purity indium at Trail with an annual capacity of approximately 75 tonnes, representing ~22% of US import supply. Teck has expanded its indium processing capability to meet ITO manufacturer demand. Trail Operations processes zinc concentrates from Teck's Red Dog mine (Alaska) and third-party sources. Teck sold its steelmaking coal business to Glencore in 2024, sharpening its focus on copper and zinc — both critical mineral supply chains.

GRINM Guojing Advanced Materials Co., Ltd.

HQ CN5% share

Beijing-based subsidiary of GRINM Group (General Research Institute for Nonferrous Metals), a state-owned Chinese R&D/industrial conglomerate. Founded March 2015. Produces optical-fiber high-purity GeCl4 and SiCl4 alongside CVD ZnS/ZnSe and chalcogenide glasses. Self-described as holding a "leading position in technology in China" for GeCl4 quality. Backed by Chinese state funding and closely tied to GRINM's national strategic materials research mission.

Vital Materials Co., Ltd.

HQ CN4% share

Guangzhou-based Chinese private minor-metals group (also known as Vital Chem). Acquired the former PPM Pure Metals GmbH industrial site at Langelsheim, Lower Saxony, Germany in December 2020 (after PPM's parent Recylex went insolvent), giving Vital control of a European GeCl4 facility with ~65 years of production history. German subsidiary: Vital Pure Metal Solutions GmbH (VPMS). Chinese parent also operates GeCl4 production lines in China. Products: fiber-grade GeCl4, GeO2, Ge metal, tellurium, selenium, bismuth, gallium, arsenic, antimony.

JSC Germanium (АО «Германий»)

HQ RU2% share

Russia's only company with full-cycle germanium processing; located in Krasnoyarsk, Siberia. Owned by Shvabe Holding, part of Rostec State Corporation (Russian state-owned defense industrial conglomerate). Began GeCl4 production for optical fiber in 1986. In July 2025, launched a new ultra-pure GeCl4 production line — the first in Russia to fully meet domestic fiber-optic needs (≥2 t/yr capacity). Domestic germanium use: infrared optics 30%, fiber optics 20%, PET catalyst 20%, electronics/solar 20%.

Indium Corporation

HQ US1% share

Private US specialty metals company founded 1934 in Utica, NY. Operates Germanium Corp. of America (GCA) as a subsidiary, with Ge recovery and GeCl4 production at Utica, NY facilities. Listed in USGS Minerals Yearbooks as a domestic US GeCl4 producer. Supplies specialty germanium products to optical fiber, infrared, and semiconductor markets. Smaller-scale than Umicore; primarily serves US domestic specialty demand.

Corning(GLW)

HQ US0% share

U.S. specialty glass maker (NYSE: GLW); supplier of EXTREME ULE (Ultra-Low Expansion) glass substrates to Hoya and AGC for use as the raw base material of EUV photomask blanks. Received $32M CHIPS Act funding to expand Canton, NY plant for EUV substrate production (2025-2026 timeline). Corning supplies substrates only — not finished blanks (Mo/Si coating performed in-house by Hoya/AGC). Also makes optical fiber, Gorilla Glass for mobile devices, pharmaceutical packaging glass, and display glass.