> the crucibles used to create ingots of silicon which become microchips are made from an ultra-pure quartz sand -- and 70% of the world's supply comes from just one place in North Carolina [Spruce Pine]
A quick search seems to say there are more places available for getting that than North Carolina.
Is it possible that this specific mine just happens to be the cheapest available right now, but in case they for some reason disappear, there are alternatives everyone would switch to? Or is the situation that if that mine disappears, there is no other alternatives at all?
It's basic economics to exploit one source for as long as possible before feasibility changes, but that's a hard argument to make for anyone, even the most experienced personnel because it's all so site specific.
Of course jurisdictions with poor worker conditions can just use the less safe chemicals and externalize the human toll instead of using more complex safety procedures.
I think things will probably pan out okay, maybe a rough month or two as roads (even if rough cut new logging roads), utilities, and prioritized community services get fixed up. Synthetic option is available, apparently, just a bit costly.
It's quartz: literally the single most common crystal on the surface of the planet. Now, sure, I'm sure this particular mine had great stuff, but it's not like it's hard to find.
No, surely what we have here is a single source provider precisely because the material is so cheap to mine (and therefore unprofitable to try to compete with from scratch).
> A quick search seems to say there are more places available for getting that than North Carolina.
I mean, I deduced it straight from “70%”.
Sadly, given the insane amount of devastation in western NC, I'll get a chance to test my hypothesis. That is, despite Spruce Pine going offline, the overall impact to the global semiconductor industry will be relatively unnoticeable.