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I will add that this isn't really that huge of a deal:
https://cybernews.com/editorial/gallium-germanium-semiconductor-alternatives/
The US and any other developed country can produce it, they just choose not to since the demand isn't that economical to go out of your way to mass produce:
(From the article I linked)
Not enough for a business to specialize in the material. But, seeing as the US does produce a lot of zinc and aluminum and it can be refined as a byproduct of those materials, I won't be surprised if a company steps up to fill the gap after awhile.
Really, just read the article I linked. It gives a good rundown on all this plus the germanium. Ultimately, this isn't that big of a deal for the US.
If it became an issue we would over pay Raytheon to refine it.
That article isn't great in the way that it considers GaAs wafers separately, as if Chinese export controls won't touch GaAs wafers, whereas the Chinese announcement specifies anything that might be used by the US military industrial complex containing Ga may be targeted.
It doesn't consider them separately, the article I linked specifically mentions that the GaAs wafers would be impacted and presents a bigger impact. That doesn't take away the core point that China is the main producer because it's not that profitable. Other countries, including the US, can easily step in and begin refining Ga and Ge as necessary.