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TSMC seeks rare-earth-free motors to reduce risk from China restrictions

Published

23 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

Taiwan

◆ Source

Read at taiwannews.com.tw →

◆ Verified

Fusion42 · 23 October 2026 · Fusion42 review

TSMC is seeking factory motors that operate without rare-earth magnets to mitigate risks from China's export restrictions on rare-earth materials crucial for semiconductor manufacturing equipment.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 5 sources have reported it between 22 Oct 2026 and 23 Oct 2026.

◆ ◆ The Wire takeaway

TSMC's push for rare-earth-free motors signals a shift in semiconductor supply strategies to reduce reliance on China. If you supply chip equipment or materials, look for new demand in alternative motor technologies.

◆ Coverage

5 sources · first reported 22 Oct 2026 · latest 23 Oct 2026

◆ Related on Wire

◆ Topics

Semiconductorstsmcrare-earthssupply-chainchina-restrictionssemiconductors