Critical Minerals & Semiconductors: Where Circuits Meet the Dirt | Webinar Replay | Nov 18, 2025

UNTANGLING THE REAL LINKS BETWEEN MINERALS, CHIPS, & GEOPOLITICS

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.

Amvest Terraden focuses on companies active in exploring, developing, and mining strategic minerals for new technologies critical for decarbonization, including transportation, energy generation and storage. Terraden places a significant emphasis on ESG compliance, exclusively concentrating on companies operating within the Western (non-Chinese, non-Russian) value chain. To learn more, visit amvestterraden.com.

Amvest Capital is a specialist investment management and corporate finance firm focused solely on the natural resources sector. Amvest Capital’s focus is to partner with companies and management teams dedicated to developing natural resource assets globally, mainly with companies that do so in a sustainable and socially responsible manner. Founded in 2017, Amvest Capital is headquartered in New York City. To learn more, visit www.amvestcapital.com.

This webinar was hosted and recorded by Amvest Capital Inc (Amvest). As part of its business, Amvest assists companies and other parties produce webinars and other video productions All opinions expressed do not necessarily reflect the opinions of Amvest Capital Inc or any of its affiliates This webinar is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to sell or buy any security, or information sufficient to form a basis as to whether any individual or entity should consider the purchase or sale of any security and should generally not be relied upon as a basis for investment decisions Amvest Capital Inc, its affiliates, and clients may maintain positions in the digital assets or securities discussed on this webinar.