The Only Substitute for TSMC Right Now is TSMC
By Bolaji Ojo
What’s at stake:
The desire for multiple sources for advanced semiconductor products has deepened following the latest round of shortages, but the options are limited as Advanced Micro Devices has found out. TSMC holds all the aces. So, how should companies that are concerned about TSMC’s geopolitical challenges play the field?
Advanced Micro Devices Inc. CEO Lisa Su is flummoxed.
That isn’t a position typical for Su but finding an alternate source for the advanced chips TSMC produces for AMD has the company’s boss rolled up in a ball of yarn.
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