QSM · Quartz supply chain

The supply chain.
Step by step.

Eight steps turn quartz from the ground into the wafers and modules that power domestic solar. Every upstream step is done by QSM.

Quartz → Silicon → Wafers → Modules
The backstory

Solar power starts
with a rock.

Every solar panel is, at its core, refined sand. Solar cells are made from silicon, and silicon comes from quartz, one of the most abundant minerals on Earth. But only rare, exceptionally pure deposits can be refined to the purity that solar cells and semiconductors require.

Getting from rock to panel means crushing quartz into high-purity sand, smelting it into silicon metal, purifying that into polysilicon, growing single crystals, slicing them into wafers, and building cells and modules. Each step is precise, energy-intensive, and today, concentrated offshore.

QSM exists to bring those steps home. An integrated supply chain spanning every key upstream stage, built on domestic resources and manufacturing. Here is how the chain works, and where we fit in.

8
steps from quartz rock to finished module
15
projects in execution and planning, 4 countries
62 GW
of U.S. wafer demand each year
10.5%
of what is currently made in America, QSM is closing the gap
The supply chain

Eight steps.
One supplier.
Complete control.

Follow the material from secured quartz deposits to the manufacturers we supply. Steps one to six are QSM’s; seven and eight belong to our customers.

Step 01 · Quartz

High-grade quartz

Everything starts with the rock. High-grade quartz is mined from secured mineral deposits, the raw material behind every solar wafer, and the reason QSM controls its supply from the very first step.

Secured deposits
Foundation of the chain
Step 02 · High-purity quartz sand

Ultra-high-purity sand

Through our subsidiary Ausquartz, quartz rock is crushed, washed, and refined into ultra-high-purity sand, the essential starting point for silicon wafer production, meeting solar and semiconductor specifications.

Ausquartz subsidiary
Solar & semiconductor grade
Step 03 · Silicon

Green silicon metal

Quartz is reduced in furnaces to metallurgical-grade silicon. Our New Zealand subsidiary Southland Silicon Materials is developing the world’s first green silicon metal smelter, running on renewable energy to produce chemical-grade silicon with a minimal carbon footprint.

World-first green smelter
Renewable-powered
Step 04 · Polysilicon

Green polysilicon

Silicon metal is purified further into solar-grade polysilicon, the feedstock for crystal growth. SSM’s green polysilicon plant pairs with the smelter, keeping the carbon footprint of the chain’s most energy-intensive steps to a minimum.

Solar grade
Minimal carbon footprint
Step 05 · Ingots

Monocrystalline ingots

Polysilicon is melted in quartz crucibles and pulled into single-crystal boules using the industry-standard Czochralski (CZ) process and other proven crystal-growth techniques, under tightly controlled conditions.

Czochralski process
Monocrystalline
Step 06 · Wafers

Precision wafers

Ingots are sliced into precision wafers with advanced diamond-wire saw technology, meeting strict thickness and purity specifications, the substrate for every solar cell, supplied domestically.

Diamond-wire sawn
Strict specifications
Step 07 · Cells

Solar cells

Wafers are processed into solar cells by the manufacturers we supply, using domestically produced, FEOC-compliant material that keeps their government-support eligibility intact.

Made with QSM material
Downstream customer stage
Step 08 · Modules

Finished modules

Cells are assembled into finished modules, completing a supply chain that starts with quartz in the ground and ends with solar made where it is used.

Completes the chain
Downstream customer stage
Also in the chain

Quartz crucibles

Developed through Ausquartz and partners, quartz crucibles are essential for melting polysilicon in crystal-growth furnaces, and the global market is concentrated in Asia. Producing them domestically removes one more single point of failure.

The materials

Explore each material.

Specifications, production methods, and offtake information for every material QSM produces.

M01

High-grade quartz from secured mineral deposits, where the supply chain begins.

M02

Ultra-pure sand refined by Ausquartz for wafer production and crucible manufacture.

M03

Green metallurgical-grade silicon from the world’s first renewable-powered smelter.

M04

Solar-grade green polysilicon, the feedstock for monocrystalline crystal growth.

M05

Monocrystalline boules grown by the Czochralski process in quartz crucibles.

M06

Diamond-wire-sawn precision wafers, the substrate for every solar cell.

The wafer gap

America needs 62 GW of wafers. It makes 6.5.

The rest arrives by ship, exposed to freight, tariffs, and policy decisions that manufacturers can’t control. QSM is closing the gap with domestic capacity at every stage of production.

6.5 GW domestic 55.5 GW imported
10.5% made in America
6.5 GW domestic 55.5 GW imported
Figures: SEIA / PV Magazine, 2025
55.5 GW
of wafers imported into the U.S. every year
1/2
of new U.S. generation in 2025 came from solar
100k+
jobs reshoring could create, per SEIA
Made in America

American-made,
at every stage.

QSM manufactures in the United States, with operations in California and facilities in development across Australia and Europe. Every input we produce strengthens domestic energy security and brings skilled manufacturing jobs home.

And because QSM is free of Foreign Entity of Concern exposure, the manufacturers we supply stay eligible for U.S. government support programs that depend on it.

FEOC compliance, in practice

What sourcing from QSM means for downstream manufacturers.

Eligibility protected for customers pursuing domestic-content incentives and US government support

No foreign-entity-of-concern exposure anywhere in the supply chain, from mine to wafer

Traceable inputs at every stage, because every stage is controlled by QSM

Supply you can plan on, insulated from freight, tariff and policy shocks

Fifteen projects are bringing this chain home.

Plants in execution and in planning across the United States, Australia, New Zealand and Portugal, see where each step of the chain is being built.