"TSMC Seeks Alternative Parts to Reduce Dependence on Chinese Rare Earths"

TSMC is exploring alternative parts to reduce dependence on Chinese rare earths for factory automation motors to mitigate supply risk from China's export controls. This effort aligns with broader U.S. and Taiwan initiatives to diversify critical mineral supply chains and develop local rare earth production capacity.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 4 sources have reported it between 22 Oct 2026 and 23 Oct 2026.