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BluGlass Limited

semiconductor·🇦🇺 Australia·✓ Company-verified

BluGlass Limited (ASX: BLG) is an Australian compound-semiconductor company and one of a handful of pure-play GaN (gallium nitride) laser diode manufacturers globally.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

Critical

Binding chokepoint

gallium 88

Controller

🇨🇳 CN 98%

Measures, 24m

22 · 0 total mentions

Scored exposures

3 materials

Its binding exposure, gallium, is controlled by CN at 98% of refined output.

Material exposure

3scored materials

Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.

gallium🇨🇳 CN 88

silicon🇨🇳 CN 77

indium🇨🇳 CN 76

Supply-pressure direction · as consumer

flat2 of 3 exposures computable

As a buyer, policy pressure across its consumed materials is flat.

silicon🇨🇳 CNrising

gallium🇨🇳 CN · bindingflat

indium🇨🇳 CNtoo few actions

Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.

Policy measures, last 24 months

No actions in the register have named or swept this company in the last 24 months.

See all in the register →

If passed, would hit their inputs

4proposals matching this company's materials

EU CRMA Strategic Projects — Second Designation Round🇪🇺 moderatelithium, cobalt, rare-earths, manganese, silicon, nickel, platinum-group-metals

EU CRMA Art. 22 Commission Implementing Decision — Strategic Raw Material Stock Benchmarks🇪🇺 highlithium, cobalt, nickel, manganese, rare-earths, graphite, silicon, tungsten, gallium, indium, hafnium, scandium, niobium, titanium, germanium, boron, phosphate-rock

Tanzania Finance Bill 2026/27 — NEW raw-mineral EXPORT LEVY on quartz (HS 25.06) and feldspar (HS 2529.10.00) under the Export Tax Act, Cap. 196🇹🇿 highquartz, feldspar, silicon

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EU European Critical Raw Materials (CRM) Centre — establishing instrument🇪🇺 elevatedlithium, cobalt, nickel, manganese, rare-earths, graphite, gallium, germanium, tungsten, copper, phosphate-rock

Supplier alternatives

3of 3 exposures have a viable non-dominant substitute · avg lead 10mo

gallium🇨🇳 CN 98% → 🇯🇵 JP12-24mo

silicon🇨🇳 CN 80% → 🇩🇪 DE6-12mo

indium🇨🇳 CN 69% → 🇰🇷 KR0-6mo

Traders & procurement channels

2named-material houses of 4 tracked

Wogen plcLondongallium, indium

Strategic Metal InvestDiepholz, Germany / UK affiliategallium, indium

TraxysLuxembourgbroad universe

Full channel directory →

1 moreShow

Tradium GmbHFrankfurtbroad universe

No dated actions on record. Material exposures are company-verified; scores are footprint-adjusted and buyer-relative.

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BluGlass Limited

semiconductor·🇦🇺 Australia·✓ Company-verified

BluGlass Limited (ASX: BLG) is an Australian compound-semiconductor company and one of a handful of pure-play GaN (gallium nitride) laser diode manufacturers globally.