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The world's semiconductor industry hinges on a single quartz factory in North Carolina
(www.tomshardware.com)
Headline is a bit clickbaity. The article is too, but the headline is worse. This factory is the only one processing the local quartz deposits, which are the purest known in the world (at least to hear the article say it), to the degree that they do, and the resulting quartz is necessary to make crucibles for chip fabrication, among other things. The mining and/or industrial processes needed to replace either would be extremely expensive and take several years to ramp up, but the result would be "only" a price spike, new product delays, and a general logistics clusterfuck, not the end of the industry. Some of the article's commenters suggest that it's partially due to the ready availability and relatively low price of quartz from the factory that several other slightly less desirable facilities and mines shut down or scaled back. So, it's all a bit breathless, but it does look like a significant, perhaps troubling, industrial bottleneck.
