Small American Firm Develops Tech to Challenge China's Gallium Monopoly

GaN chips could revolutionize smartphones, EVs, and national defense, leaving China's rare earth dominance behind.

Jan. 31, 2026 at 7:15am

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A small American tech company has developed groundbreaking gallium nitride (GaN) chip technology that could make China's control of rare earth element gallium production irrelevant. These GaN chips offer major performance and efficiency advantages over traditional silicon chips, and major tech firms like Nvidia, Samsung, Dell, and LG have already partnered with the American company to adopt the new technology.

Why it matters

China currently controls 98% of global gallium production, giving it significant leverage over American tech companies. This American firm's GaN innovations could undermine China's rare earth monopoly and shift the balance of power in the tech industry.

The details

The article states that gallium is a rare earth element that is about to become more strategically important than oil, and China currently controls 98% of global gallium production. However, a small American tech company has developed 250 patents on gallium nitride (GaN) chip technology, which offers major performance and efficiency advantages over traditional silicon chips. Major tech firms like Nvidia, Samsung, Dell, and LG have already partnered with this American company to adopt the new GaN technology, which can charge devices 3 times faster and deliver 100 times better processing speeds than silicon chips.

  • The American tech firm quietly built this GaN technology while Washington was 'too busy with insider trading to notice'.
  • One investing expert is sounding the alarm about this opportunity 'right now - before Wall Street locks out regular Americans'.

The players

Monument Traders Alliance

The author and publisher of the article, which appears to be sponsored content.

Jensen Huang

The CEO of Nvidia, who admitted that 'Moore's Law is dead, and the ability for Moore's Law to deliver twice the performance at the same cost is over'.

Xi Jinping

The President of China, whose country controls 98% of global gallium production, which the article describes as 'Xi Jinping's worst nightmare'.

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What they’re saying

“Moore's Law is dead, and the ability for Moore's Law to deliver twice the performance at the same cost is over.”

— Jensen Huang, CEO of Nvidia

What’s next

The article states that 'one investing expert is sounding the alarm about this opportunity right now - before Wall Street locks out regular Americans', suggesting that there may be upcoming investment opportunities related to this American tech firm's GaN innovations.

The takeaway

This case highlights how a small, innovative American tech firm has developed groundbreaking chip technology that could undermine China's rare earth monopoly and shift the balance of power in the tech industry, demonstrating the importance of American entrepreneurship and free markets in driving technological progress.