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

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.

Frequently asked questions3
Who is the largest producer of palladium?
Russia was the largest producer of palladium in 2024 at 75,000 kg (~39%) (USGS).
How much palladium does the world produce?
World production of palladium was 190,000 kg (palladium mine production, 2024) in 2024 (USGS).
How dependent is the US on imported palladium?
US net import reliance for palladium is 36% (palladium, 2024) (USGS, 2024).

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).

Open the interactive critical-minerals view →

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly