Global semiconductor manufacturers are closely monitoring their quartz supply after Hurricane Helene caused the shutdown of two key mines in North Carolina, which produce the majority of the world’s high-purity quartz.
This material is essential for the production of semiconductors, a critical component for a range of industries including electronics, automotive, and solar energy.
The North Carolina mines, operated by Sibelco and The Quartz Corp, were forced to halt operations on September 26 due to severe flooding and damage caused by the hurricane. These mines, located near the town of Spruce Pine, account for more than 80% of the world’s high-purity quartz, making them a vital part of the global semiconductor supply chain.
Several major chip manufacturers, including Taiwan Semiconductor Manufacturing Co. (TSMC), Samsung Electronics, and Infineon Technologies, have stated they do not expect immediate disruptions to their operations, thanks to existing stockpiles and supply chain resilience. TSMC supplier Topco Scientific Co. has also assured that it is reviewing its inventory and staying in close contact with suppliers.
While the full impact of the shutdown on the chipmaking industry is unclear, the semiconductor sector has experience in managing supply chain disruptions. Operations at the North Carolina mines are expected to resume eventually, but the timeline for recovery remains uncertain as local infrastructure, including power and communications, remains severely damaged.
High-purity quartz is used to make the inner lining of crucibles, which are essential in the process of melting silicon for semiconductor and solar panel production. If the shutdown is prolonged, there could be increased interest in synthetic quartz alternatives, though these are typically more expensive and resource-intensive to produce.
