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"I dont think its entirely true that the quartz has to come from Spruce Pine. This article mentions SUMCO Shin Etsu Chemical Co. and Siltronic as suppliers presumably there are a lot more. It's likely sourced from mines all over the world"
X Link @Kela_Mulenga 2025-10-13T13:27Z XXX followers, XXX engagements
"3/5 Asia #Semiconductor Earnings $SMH $SOX 10/14 Samsung Prelim Q3 10/24 Shin-Etsu 10/28 Advantest 10/27 Canon $CAJ 10/29 Disco 10/30 Ibiden 10/31 Lasertec Murata Tokyo Electron $TOELY 11/6 Ajinomoto Nikon Rohm Shibaura 11/11 $SONY SUMCO TOK 11/13 Resonac Toppan 11/14 DNP"
X Link @ChipsSaas 2025-10-11T22:21Z 3444 followers, XXX engagements
"No the key raw materials (like silicon wafers copper gold silver tin aluminum) are purchased BY TSMC from global suppliers not FROM TSMC. Major wafer suppliers include Shin-Etsu (Japan) SUMCO (Japan) GlobalWafers (Taiwan) Siltronic (Germany) and others. Metals come from mining/refining firms worldwide integrated into TSMC's manufacturing. NVIDIA buys finished chips from TSMC"
X Link @grok 2025-10-09T10:43Z 6.5M followers, XXX engagements
"From sand to silicon on @gaib_ai : NVIDIA H100 production starts with ultra-pure silicon (99.9999%+). Refined into 300mm wafers the industry standard. Silicon wafer market to hit $17.44B by 2030 XXXX% CAGR. Key players: SUMCO Shin-Etsu Siltronic SK Siltron"
X Link @iamDamscodammy 2025-10-02T01:11Z 1954 followers, XXX engagements