InfoCritical Materials Risk2026-06-19
RISK: Tighter Chinese Indium Checks Could Constrain AI Hardware Supply Chains
Increased Chinese scrutiny of indium exports could precede formal controls, creating allocation, lead-time and price risks for electronics and data-center infrastructure.
The Dataleo angle
Leaders should identify exposure by component and supplier tier rather than relying only on direct-material classifications. Scenario ownership and substitution rules should be explicit.