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The Only Substitute for TSMC Right Now is TSMC

The so far futile search for a second foundry source for advanced semiconductor components is intensifying as chipmakers try to avoid future procurement challenges.
Lisa Su, AMD CEO
Lisa Su, AMD CEO

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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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