This topic has come up several times on HN [1][2] and no, the industry does not because there are other source, although more expensive. Other customers had to switch to Russian/Chinese sources due to the disruption but HPQ customers did not.

I figured at the time that other vendors would have a chance to take some HPQ market share but when Spruce Pine went down, Quartz Corp just shifted their refining operations to another plant in Drag, Norway and used existing feedstock and reserves to maintain supply to their customers. Sibelco restarted operations within a few weeks [3].

It was all a non-event in the semiconductor industry, especially compared to real disruptions like the 2011 Tōhoku earthquake that took out a fifth of 300mm wafer supply leading some fabs to shut down entire product lines.

[1] https://news.ycombinator.com/item?id=41701862

[2] https://news.ycombinator.com/item?id=39818248

[3] https://www.theverge.com/2024/10/11/24267697/north-carolina-...