The Taiwan chip giant could be one of the biggest 'affectees' of the disruption within the rare earths supply chain, but it seems like the firm is confident in its existing inventory.
TSMC's Rare Earth Inventory Is Sufficient For "One to Two Years," But Long-Term Risks Still Remain
Rare earths are also an integral part of the semiconductor supply chain, responsible for crucial stages of the manufacturing process, which is why chip giants like TSMC need certainty regarding their rare earth supply. Based on a report by DigiTimes , TSMC's SVP and co-COO Cliff Hou has responded to the situation around rare earth materials, saying that in the shorter term, the Taiwan giant faces no risks due to adequate inventory levels, but the situation could prove to be a trouble if supply remains restri

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