Palladium in the semiconductor supply chain
Palladium is a semiconductor-critical mineral. In USGS data for 2024, Russia was the largest producer at 75,000 kg (~39%) of a world total of 190,000 kg (palladium mine production, 2024); the next producers were South Africa, Canada and Zimbabwe. US net import reliance is 36% (palladium, 2024).
Source: USGS Mineral Commodity Summaries, data year 2024 · figures rendered verbatim from USGS, no percentage imputed where USGS publishes only tonnage
- World production (2024)
- 190,000 kg (palladium mine production, 2024)
- Largest producer
- Russia — 75,000 kg (~39%)
- US net import reliance
- 36% (palladium, 2024)
Who produces Palladium
| Producer | Share or amount (2024) |
|---|---|
| Russia | 75,000 kg (~39%) |
| South Africa | 72,000 kg (~38%) |
| Canada | 15,000 kg |
| Zimbabwe | 15,000 kg |
| United States | 8,000 kg |
Source: https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-platinum-group.pdf
Why it matters downstream
Palladium sits at the top of the value chain. Materials suppliers consume it first, and every fab, packaging house and device maker below them depends on that supply holding. A producer holding most of world output is the same single-source shape wafergraph flags at the company level.
Cite as: wafergraph, “Palladium supply chain for semiconductors — producers, world output & US import reliance (2024)”, https://wafergraph.com/mineral/palladium/ (data as of USGS 2024).
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