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?

Join us at our offices in Midtown Manhattan for a high-level talk as our team from Amvest Terraden outlines the key material and strategic ties between the mineral supply chain and semiconductor production. Drawing on sector data and geopolitical context, industry experts Tomasz Nadrowski and Stuart Macliver will highlight the physical, economic, and technological threads linking the dirt to the digital.

They’ll also explore how these dynamics could influence future investment strategies, ranging from upstream resource exposure to downstream technology opportunities.

Stick around afterward for a relaxed networking reception with drinks and light fare.

Agenda

5:00 PM – 6:00 PM - Live Talk and Q&A
Hosted by Stuart Macliver and Tomasz Nadrowski

• Which metals actually matter to chips?

• Where does mineral leverage sit—in design, foundries, or the machines behind them?

• Are rare earths overhyped or essential?

• What mineral risks could stop chip supply in its tracks?

6:00 PM – 7:00 PM - Networking Reception
Connect with industry peers, investors, and clean energy professionals over drinks and lite bites.