Semiconductors and critical minerals are often grouped together by policymakers, analysts, and media narratives. But after a year of red-hot market rallies, it’s worth asking: Is there more than hype connecting these two sectors?

In this insightful webinar, presented by Amvest Terraden, industry experts Tomasz Nadrowski and Stuart Macliver unpack the real material and strategic ties between the mineral supply chain and semiconductor production. Through a grounded discussion informed by industry data and geopolitical context, they examine the physical, economic, and technological threads that link the dirt to the digital.

Key questions we explore:

• Which metals actually give semiconductors their strategic value?

• Where does the real mineral leverage lie? Is it in chip design, fabrication, packaging, or in the high-precision machinery behind it all?

• How deep do rare earths run in the chipmaking process? Are they essential inputs or just part of the political narrative?

• What hidden mineral vulnerabilities could unexpectedly disrupt the global semiconductor supply chain?

Whether you're tracking commodity flows, investing in modern tech applications, managing risk, or simply trying to understand the intersection of critical infrastructure and critical minerals, this session will provide clarity and insight.