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Coleman Moore (d/acc)
@coal
There is a mine in Spruce Pine, NC that supplies 90%+ of the ultra-high purity quartz required for semiconductor production. Specifically for the cauldrons that silicon ingots are made in. https://t.co/hRzRMQuwoa
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cqb
@cqb
I thought this was a super interesting interview about the earlier stages of the silicon supply chain https://youtu.be/kAffPHzwv7s?feature=shared
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John Camkiran
@johncamkiran
It is rather quite remarkable that the production of certain resources is as concentrated as it is in our day and age. Some examples that are less extreme than the above: South Africa accounts for 80% of platinum production, DR Congo for over 70% of cobalt production, and China for over 90% of rare earth magnets
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