maybe it's not about the volume (how much) but about one specific material? i try to find something about a special kind of mineral needed for chips that only the US has, but can't seem to find it anymore in endless notes and screengrabs
But that brings us to an equally important question: let’s say Spruce Pine is down for a while. How long until alternative sources of high purity quartz are located and brought online?
After all, as I wrote in the book, it’s not as if there’s no high purity quartz elsewhere. It’s more that Spruce Pine has a near unique combination of purity, availability and price. There are mines in Russia and Brazil, not to mention China, which already produce lots of high purity quartz. There are some companies which are able to make high purity quartz synthetically.
Per here: https://edconway.substack.com/p/whats-happening-at-spruce-pine
So difficult but not impossible or anything, China could manage just fine.
maybe it's not about the volume (how much) but about one specific material? i try to find something about a special kind of mineral needed for chips that only the US has, but can't seem to find it anymore in endless notes and screengrabs
It's actually the other way around. China has a monopoly on a number of rare earth metals essential for stuff like semiconductors and batteries.
for rare earth's that's true, but there's a quartz mine in north carolina that's a source for ultra pure silicon
https://www.wired.com/story/book-excerpt-science-of-ultra-pure-silicon/
i'm not sure offhand how difficult that would be to replace by refining less pure sources of silicon
Per here: https://edconway.substack.com/p/whats-happening-at-spruce-pine
So difficult but not impossible or anything, China could manage just fine.
thanks, that makes sense