Yeah...I know...
The problem is that even uranium, the isotope that go 'boom', is available all over. The problem is extraction and who can do it the fastest and in the most quantity. Semiconductor products are different from uranium in that there are more customers for gallium than for uranium, and not only that, the demand for gallium is
NOW. The result is that the supplier that can provide the most in the shortest time will be the dominant source, but that does not mean they are the sole source.
What China is doing will be a short lived blip in the semiconductor industry. As the industry adjust to alternate sources of gallium, maybe as long as one or maybe two fiscal yrs, China will find that this tactic is not as useful as hoped.