NONE OF THIS IS ACCIDNTAL OR COINCIDENTAL. ALL IS BY CAREFUL, METHODIC, MALEVOLENT DESIGN, SPANNING CENTURIES, DIRECTED BY NON-CORPORTEAL ENTITIES UNLIMITED BY HUMAN RESTRINTS OF TIME AND SPACE. -JP
Ultra-high-purity quartz is an essential component to semiconductor chips, and the only places in the world that can meet this need are two mines in a small North Carolina town. The mines' owner, Sibelco, is investing $700 million to expand capacity, but is that enough to keep up with AI-fueled chip demand?
Spruce Pine is a small town about two hours drive northwest of Charlotte, NC. You can get to the general area via a number of ways, depending on your point of origin, but for the last stretch of the trip, you need to travel down Fish Hatchery Rd. It's a two-lane rural highway, as depicted in Google Maps, set amid a pleasant scenic backdrop.
It's on this road that the modern economy rests, according to Wharton associate professor Ethan Mollick, who teaches innovation and entrepreneurship and also examines the effects of artificial intelligence on work and education. That's because the road runs to the two mines that are the sole supplier of the quartz required to make the crucibles needed to refine silicon wafers.
This is not the first time these mines – owned by Sibelco, which mines, processes, and sells specialty industrial minerals – have been highlighted as integral not only to the global semiconductor industry but also to the solar photovoltaic markets.
Ed Conway raised the issue in his book, Material World, published last summer. Even before that, various media have covered the obscure mines. Mollick raised it again in a recent Tweet, emphasizing its strategic importance. If the mines were somehow to stop operating, "it would likely [be] a few years of major disruption while techniques to generate alternatives were scaled up. But the disruption would be pretty catastrophic
https://www.techspot.com/news/102377-two-mines-north-carolina-key-suppliers-world-semiconductor.html
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