America's Semiconductor Crossroads: Pennsylvania's Role in Securing Minerals for the AI Age
The rise of artificial intelligence (AI) has thrust semiconductors into the spotlight as the backbone of modern technology. Yet, the United States faces a critical vulnerability in its reliance on foreign sources for both the raw materials and manufacturing of these essential components.
Once a global leader in semiconductor production, the U.S. now accounts for just 10% of global fabrication capacity, with China, Taiwan, and South Korea dominating the industry. China, in particular, has emerged as a dominant force, producing over 60% of the world's germanium, 80% of its gallium, and 70% of its indium—critical minerals for semiconductor manufacturing. This reliance poses a significant risk to U.S. supply chains, as evidenced by recent export restrictions imposed by China on key minerals.
Pennsylvania, with its rich industrial history and abundant natural resources, is uniquely positioned to address this challenge. The Lehigh Valley, once the original "Silicon Valley," boasts a legacy of semiconductor innovation and manufacturing expertise. Today, the state's potential to leverage its resources, including acid mine drainage and coal waste, offers a pathway to secure critical minerals while remediating environmental damage.
Federal initiatives, such as President Trump's executive orders on energy independence and supply chain resilience, coupled with $1 billion in grants from the Department of Energy, aim to strengthen U.S. mineral production. However, these efforts must be complemented by a Manhattan Project-style initiative to expand domestic mining and refining capacity, ensuring secure supply chains for semiconductor production.
With its industrial legacy and strategic resources, Pennsylvania could become a cornerstone of America's push for semiconductor self-reliance. The stakes are clear: without securing these critical supply chains, the U.S. risks falling behind in the global tech race and leaving its AI infrastructure vulnerable to foreign influence.
Securing America's Future Through Semiconductor Self-Reliance
The United States faces a critical moment in its quest to maintain technological dominance and national security. Reliance on foreign sources for semiconductors and critical minerals is not just an economic vulnerability but a direct threat to our sovereignty and way of life. China's dominance in the production of germanium, gallium, and indium underscores the precarious position of American supply chains, leaving us exposed to potential disruptions and ideological manipulation.
Pennsylvania, with its industrial legacy and abundant natural resources, presents a unique opportunity to address this challenge. By leveraging its expertise in semiconductor manufacturing and its untapped mineral reserves, the state can play a pivotal role in achieving semiconductor self-reliance. The potential to extract critical minerals from acid mine drainage and coal waste not only bolsters our supply chains but also offers a responsible solution to environmental remediation.
Federal initiatives, while a step in the right direction, fall short of the ambition required to secure our future. A Manhattan Project-style initiative is needed to expand domestic mining and refining capacity, ensuring that the United States can meet its demand for critical minerals without relying on adversarial nations. This effort must be rooted in principles of meritocracy, accountability, and economic prudence, aligning with our conservative values.
The stakes could not be higher. Securing our semiconductor supply chains is not just about staying competitive in the global tech race—it is about preserving our independence, protecting our national security, and ensuring that future generations inherit a free and prosperous nation. By embracing innovation and leveraging our resources responsibly, Pennsylvania can lead the way in securing America's future in the AI age.
Published: 10/5/2025
