The rapid advancement of technology has driven an unprecedented demand for critical minerals, essential for powering modern industries and infrastructure. Among these, gallium has become a vital component in new generation semiconductors, AI computing, 5G telecommunications, electric vehicles, and renewable energy systems.
For years, global supply chains have relied heavily on China, which dominates the gallium market with over 98% of the world’s production. However, recent geopolitical shifts and export restrictions have exposed the vulnerabilities of this dependence, creating an urgent need for alternative supply sources.
NIMY Resources (ASX: NIM) is at the forefront of addressing this challenge. The company has identified a potentially significant gallium deposit at its Mons Project in Western Australia, thereby positioning itself as a leader in securing a stable supply of this critical mineral. As industries seek reliable alternatives, NIMY Resources is poised to bridge the supply gap and reinforce Australia’s role in the global critical minerals market.
The strategic importance of gallium
Gallium is essential for high-performance semiconductors, 5G networks, electric vehicles, solar panels, and military defence systems. Its role in gallium nitride (GaN) semiconductors is particularly significant, as GaN technology enables higher efficiency through faster processing speeds, and lower energy consumption, which is critical for the global transition to more sustainable technologies.
The Infineon 2025 GaN Power Semiconductor Report highlights how GaN-based power systems are driving efficiency in:
AI data centres – improving energy efficiency as demand for AI processing power surges.
5G telecommunications – reducing energy consumption while enabling faster connectivity.
Electric vehicles – increasing battery efficiency and optimising power conversion.
Renewable energy storage – enhancing solar panel performance and grid storage capabilities.
Gallium supply, however, remains constrained. Most gallium is extracted as a byproduct of aluminium and zinc mining, and production is heavily concentrated in China.
In 2023, China restricted gallium exports, creating supply shortages for industries that rely on it. Governments and manufacturers worldwide are now prioritising domestic gallium production, and NIMY Resources’ potential discovery provides a viable, high-quality alternative to meet expected demand.
The multi-billion-dollar gallium market
According to research by Yole Intelligence, the global GaN semiconductor market is experiencing rapid growth, driven by increasing adoption across multiple industries:
- The global GaN semiconductor market is projected to reach USD 2.8 billion by 2027 and exceed USD 4.3 billion by 2030, reflecting a compound annual growth rate (CAGR) of nearly 50%.
- The GaN device market alone is expected to surpass USD 1 billion by 2026, with rapid expansion in AI, data centres, electric vehicles, and mobility applications.
- The market has already grown from USD 45.8 million in 2020 to over USD 407 million in 2025—an 889% increase in just five years.
- With demand for gallium increasing as advances in technology continue along with ongoing geopolitical manoeuvring, NIMY Resources offers strategic investment opportunity.
This projected growth underscores the need for secure, diversified gallium supply chains, resulting in NIMY Resources being a highly sought after investment opportunity.
NIMY Resources’ landmark gallium discovery
With China tightening its control over gallium exports, industries require new, reliable sources—and NIMY Resources has delivered.
Initial assay results from the Mons Project drilling programme in Western Australia confirmed significant high-grade gallium mineralisation, particularly in the Block 3 East prospect, with recently completed follow up drilling it could become the largest known gallium deposit in Australia.
Key highlights:
- Extensive drill results confirm high-grade gallium concentrations.
- Strategic location in Western Australia, a world-class mining jurisdiction with stable regulatory policies.
- Plans to define a JORC-compliant Mineral Resource in 2025.
- Ongoing collaboration with CSIRO (Commonwealth Scientific and Industrial Research Organisation) and Curtin University to refine extraction processes.
With growing global demand and constrained supply, NIMY Resources is in a strong position to become a major supplier of gallium to global industries.
Global implications: securing a reliable gallium supply
Gallium has been classified as a critical element by the United States, European Union, and Australian governments. This designation underscores its strategic importance to national security and technological innovation.
With China limiting exports, companies are facing higher costs, production slowdowns, and supply chain instability—particularly in:
- Military and Defence applications
- Semiconductors and AI computing – Gallium is vital for high-speed processors.
- Electric vehicles (EVs) – GaN semiconductors are critical for high-efficiency battery charging and power conversion.
- Renewable energy – Gallium-based solar panels deliver superior energy conversion, which is essential for the global net-zero transition.
By developing a commercially viable gallium operation, NIMY Resources will provide a secure, long-term solution to this global challenge.
Insights from Infineon’s gallium nitride (GaN) semiconductor report
The Infineon 2025 GaN Semiconductor Report provides further evidence of rising gallium demand.
- AI, cloud computing, and 5G infrastructure are accelerating GaN semiconductor adoption.
- GaN is outperforming traditional silicon chips, improving energy efficiency and processing speeds.
- Industry adoption is growing rapidly, with the market expected to surpass USD 4.3 billion by 2030.
For industries and investors, securing a reliable gallium source is now a priority. The Infineon report is available for download here.
A new era for gallium supply
NIMY Resources’ gallium discovery in Western Australia is a transformational development in the critical minerals sector.
With China’s export restrictions disrupting supply chains, NIMY Resources is providing a stable, sustainable, and scalable alternative, strengthening Australia’s leadership in the high-tech metals industry.
As demand for new generation semiconductors, AI, electric vehicles, and renewable energy solutions, along with Military and Defence continues to rise, NIMY Resources is strategically positioned to fill the growing supply gap.
For governments, manufacturers, and investors, gallium is no longer a niche metal—it is a high-value, multi-billion-dollar opportunity that is essential to the future of global technology.
NIMY Resources is leading this transition, ensuring a secure, responsible, and high-quality supply of gallium for decades to come.
NIMY Resources’ commitment to responsible development
NIMY Resources is dedicated to responsible and ethical practices, ensuring that our exploration activities incorporate where possible:
- Environmental responsibility – minimising ecological disruption.
- Traditional owners – working with traditional owners with respect, towards common goals.
- Scientific collaboration – working with CSIRO and Curtin University to optimise gallium extraction and processing techniques.
- Industry engagement – developing strong partnerships with technology and manufacturing sectors to secure long-term supply agreements.
With strong government backing and alignment with Australia’s Critical Minerals Strategy, NIMY Resources is well positioned to become a key supplier in the global gallium market.
Investor relations disclaimer
This document contains forward-looking statements regarding NIMY Resources Limited (ASX: NIM) and its exploration activities, including but not limited to statements about the potential economic significance of the gallium discovery at the Mons Belt Project. Forward-looking statements are based on NIMY Resources’ current expectations, estimates, and assumptions, and are subject to risks and uncertainties that could cause actual results to differ materially.
While NIMY Resources believes the information presented in this article is based on reliable sources, no guarantee is given as to its accuracy or completeness. Investors are cautioned that exploration results, mineral resource estimates, and market forecasts are inherently uncertain, and actual outcomes may vary. Past performance is not indicative of future results.
Potential investors should conduct their own due diligence and seek independent financial, legal, and technical advice before making any investment decision regarding NIMY Resources. This document does not constitute an offer to sell or a solicitation of an offer to buy any securities in NIMY Resources or any related entity.
For further investor enquiries, please contact:
Investor Relations – NIMY Resources Limited
Website: www.nimy.com.au
Email: info@nimy.com.au
[ASX Code: NIM]