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TSMC is seeking rare-earth-free factory equipment as China's export controls threaten chip supply chains.

Reliance on Chinese rare-earth inputs is a supply risk for leading-edge fabs, so TSMC's move could reshape equipment sourcing for AI chip capacity.
Trade pressSlicast · October 22, 2026 at 12:01 UTC · US · Source: Tekedia
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TSMC is seeking rare-earth-free factory… · Slicast