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en.wikipedia.org
Industry analysts describe Spruce Pine as a "single point of failure" for the semiconductor supply chain, with Ed Conway’s Material World (2023) suggesting disruption could halt global chip production within six months.[7] While synthetic quartz alternatives exist, they cost 5–10× more, making them economically unviable for solar PV manufacturing.[8] China produces only 5,000 tons of HPQ annually, though aims to expand to 20,000 tons, while historical suppliers l