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    Si
    Silicon
    WatchSemiconductors & electronicsEssential

    Silicon

    The substrate of the digital age. Metallurgical silicon is refined into polysilicon and grown into the wafers every chip is built on — and it is this site's namesake.

    Supply risk index
    55
    / 100
    Top producer
    China
    87%
    China share
    87%
    US import reliance
    >50%
    World output 2025
    4.6M t
    -16% y/y
    On national lists
    9 / 10
    1 strategic
    Why it matters for AI infrastructure
    Essential — Directly inside chips, optics, servers or the grid buildout

    Every GPU, CPU and memory die starts as an ultra-pure silicon wafer; silicon photonics is moving optics onto the chip itself.

    Watch
    Adequate today but concentrated or exposed

    China produces ~87% of silicon metal, though high-purity polysilicon for chips has more diversified supply.

    Where it's produced

    Share of 2025 world silicon metal production (thousand metric tons). Source: USGS MCS 2026.

    Share of world output
    China
    87%
    Brazil
    3.9%
    Norway
    2.8%
    France
    1.5%
    Australia
    1.0%
    Russia
    0.8%
    Canada
    0.7%
    Iceland
    0.3%

    Who calls it critical

    Membership on each government list. “Strategic” marks a higher tier where the list has one; “group” means included as part of a group such as rare earths or PGMs.

    Silicon: key questions

    Where is silicon mined or produced?
    According to USGS 2025 data, the largest producers are China (87%), Brazil (3.9%) and Norway (2.8%) of world silicon metal production.
    Is silicon a critical mineral?
    Silicon appears on 9 of the 10 official lists we track (United States, United States (DOE), European Union, United Kingdom, Japan, South Korea, India, Australia, Canada).
    Is silicon in short supply?
    Our supply status: Watch. China produces ~87% of silicon metal, though high-purity polysilicon for chips has more diversified supply.
    Why does silicon matter for AI infrastructure?
    Every GPU, CPU and memory die starts as an ultra-pure silicon wafer; silicon photonics is moving optics onto the chip itself.