Another interesting video with outlines how much the silica shortage is impacting the global economy.
Really shows there is a bottleneck in the semi conductor industry, how the production of one chip takes 3 - 6 months to manufacture. And why the US is wanting to throw Billions to manufacture chips, as well as other semi-conductor companies wanting to drastically increase their supply.
Just drives home how important the silica in Greenland is. Can't wait for that JORC report to come out. I'm now believing it will be massive for EPM, bigger than I previously thought.
https://www.edisongroup.com/investment-themes/semiconductor-winners-european-companies-with-strong-positions/
This is a link to an article which discusses European semi conductor manufacturing. Interestingly as one can imagine most EU fabs focus on the automotive sector, supply chips to BWM, Volkswagen and Daimler where NXP and Infineorn are the 2 most prominent. Will be interesting to see if there's interest from those 2 once Ivittutt goes live.
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