TSMC says China’s rare-earth export restrictions will have limited short-term impact on company — concern lies in transitioning away from China supply

Taiwan Semiconductor Industry Association (TSIA) chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and co-COO Cliff Hou said during a question-and-answer session that TSMC has enough rare-earth supply from its sources that it is not concerned about the short-term direct impact of any rare-earth export controls from China. Digitimes reports that TSIA has been monitoring the situation and that it does not expect any significant impact within the next couple of years….