Two mines in North Carolina are the world’s only producer of the quartz necessary for semiconductor manufacturing. If they were to stop operating, it would mean a few years of catastrophic disruption, says Wharton professor Ethan Mollick.

Spruce Pine is a small town about two hours drive northwest of Charlotte, NC. You can get to the general area via a number of ways, depending on your point of origin, but for the last stretch of the trip, you need to travel down Fish Hatchery Rd. It’s a two-lane rural highway, as depicted in Google Maps, set amid a pleasant scenic backdrop.

It’s on this road that the modern economy rests, according to Wharton associate professor Ethan Mollick, who teaches innovation and entrepreneurship and also examines the effects of artificial intelligence on work and education. That’s because the road runs to the two mines that are the sole supplier of the quartz required to make the crucibles needed to refine silicon wafers.

This is not the first time these mines – owned by Sibelco, which mines, processes, and sells specialty industrial minerals – have been highlighted as integral not only to the global semiconductor industry but also to the solar photovoltaic markets.

Ed Conway raised the issue in his book, Material World, published last summer. Even before that, various media have covered the obscure mines.