This came in early July 2023.
I don't know about germanium (obviously straight germanium semis are old now) but gallium is used in LEDs and I see prices having doubled on some parts.
The only LEDs I use are certain Osram (Siemens) types but presumably those are not made in Germany

Also China makes 90% of the world's supply of gallium.
Can LEDs be made from other materials? It appears the answer is Yes but is anyone doing it?