SMC seeks factory-equipment alternatives to thwart China’s rare earths grip: Reuters
The chipmaker has surveyed suppliers on rare-earth-free motors as Beijing’s export curbs raise supply risk for factory automation equipment.
- TSMC surveyed suppliers on adopting rare-earth-free motors for factory equipment, aiming to reduce reliance on components subject to Beijing's export controls on critical materials.
- Global semiconductor vulnerabilities intensified after China implemented export controls on rare-earth materials, magnets, and processing technology last year, threatening chip production across smartphone, AI, and defense supply chains.
- The Industrial Technology Research Institute is collaborating with Taiwan's Ministry of Economic Affairs to establish a pilot production line within three years that could meet an estimated 50% of the island's domestic demand.
- Raymond F. Greene, director of the American Institute in Taiwan, confirmed the United States is partnering with Taipei to diversify supply chains and expand processing capacity for critical minerals.
- Discussions regarding rare-earth-free equipment remain at an early stage with no broad rollout yet, as the company seeks to mitigate potential supply disruptions from China.
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EXCLUSIVE: TSMC seeks factory-equipment alternatives to thwart China's rare earths grip, sources say
Taiwan's TSMC is exploring alternatives to rare-earth components in factory equipment, three people familiar with the matter said, aiming to reduce the risk that Beijing's export controls could disrupt operations at plants that make the world's most advanced chips.
Taiwanese TSMC is exploring alternatives to rare earth components in their factory equipment, said three people familiar with the subject, seeking to reduce the risk that Beijing export controls may interrupt operations on plants that produce the world's most advanced chips. Exclusive material for subscribers. To have full access, access the material link and register.
TSMC Seeks Alternatives to China-Controlled Rare Earths to Safeguard Chip Production
Taiwan’s TSMC is looking for alternatives to rare-earth components in its factory equipment to lessen the risk of disruptions from China’s export controls. This is significant for the global semiconductor industry since China has restricted the export of certain rare-earth materials and related technologies, affecting the supplies needed for advanced chip production. Rare-earth magnets are […] The post TSMC Seeks Alternatives to China-Controlled…
Can a grain of sand hit the most sophisticated machine in the world? For the TSMC chip giant, it takes the form of a simple magnet, and it comes from China. An addiction that is no longer acceptable.
TSMC wants to loosen the Chinese state. The flea giant explores rare earth-free equipment, these metals on which Beijing holds a quasi-monopoly. And the stakes are vital.
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