Yeah, this is being overblown. It may very well be that there will be a short term constriction as competitors ramp, but to argue that this is some kind of fundamental bottleneck in semiconductor production is ridiculous.

It's quartz: literally the single most common crystal on the surface of the planet. Now, sure, I'm sure this particular mine had great stuff, but it's not like it's hard to find.

No, surely what we have here is a single source provider precisely because the material is so cheap to mine (and therefore unprofitable to try to compete with from scratch).