[loganfrederick]

The research analyst at SemiAnalysis put out a Twitter thread yesterday explaining why he thinks the impact to the global supply chain is overstated here: https://x.com/SemiAnalysis_/status/1840871017746698617

"In conclusion – existing wafer inventory provides a buffer as mining operations restart, major companies are already using synthetic methods to produce semiconductor-grade quartz crucibles, and there are other sources of HPQ. Spruce Pine FUD is exaggerated."