Ed Conway emphasized the critical importance of high-purity quartz from the mines in Spruce Pine, stating, 'If we don't have access to those mines for a long period of time, then the global supply of these silicon wafers is under threat.' This highlights the interconnectedness of natural resources and advanced technology manufacturing.
Conway elaborated on the uniqueness of Spruce Pine's quartz by stating, 'There's a reason Spruce Pine dominates this sector: no one else can compete with its purity, consistency & quantity. Replicating that will take months. Poss yrs.' This underscores the severity of the impact from the mines' shutdown.
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