Quartz Supply Crisis: TSMC, Samsung, and Other Chip Makers Watch Hurricane Aftermath

Quartz Supply Crisis Unfolds Post-Hurricane

The recent devastation caused by Hurricane Helene has serious implications for the global chip-making sector. Key players like TSMC and Samsung Electronics are actively monitoring their supplies of high-purity quartz, an essential material for semiconductor production.

Impact of Hurricane Helene on Supply Chains

After Hurricane Helene forced North Carolina's local miners, Sibelco and Quartz Corp, to halt operations, it raised concerns over the availability of quartz. These mines are critical, supplying over 80% of the world's high-purity quartz, according to BloombergNEF.

Industry Response and Inventory Management

• TSMC and Infineon Technologies have stated they are monitoring the situation closely.
• South Korea's SK Hynix also indicated no expected repercussions.
• Topco Scientific Co, a quartz processor, is currently assessing its inventory levels amidst the disruption.

Resilient Supply Chains

Despite initial concerns, GlobalWafers reassured stakeholders that adequate inventories exist to satisfy demand. They commented: “The supply chain is resilient enough to manage a temporary disruption.”

Community Impact and Recovery Efforts

The dual impact of the hurricane has led to flooding and communication outages, significantly affecting the local communities.

With at least 166 fatalities reported across six states, immediate recovery efforts are paramount as miners struggle to assess when full operations can resume.