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@beka_valentine does anyone really believe the supply chain for quartz in semiconductors is Just In Time?
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@beka_valentine if this was a serious disruption there's good news: another suitable quartz mine has been located and has been under development since 2020 and they do project the ability of produce HP9 grade quartz sand for semiconductors from their mine.
I happened to locate confidential investor materials that should not have been left public on the internet lol
Now I just need to figure out how to invest in them ...