TSMC Expects No Disruption in Neon Supply Amid Ukraine War

Taiwan Semiconductor Manufacturing Co. believes it’s well-insulated from disruption in the supply of raw materials due to the war in Ukraine, said CEO C.C. Wei on a Q1 earnings call Thursday. TSMC “operates a well-established enterprise risk management system to identify and access all relevant risk and proactively implement risk mitigation strategies,” he said. “In terms of material supply, TSMC’s strategy is to continuously develop multi-source supply solutions to build a well-diversified global supplier base and to improve the local supply chain.” For specialty chemicals and gases, including neon -- available in large volumes from Ukraine before the Russian invasion -- “we source from multiple suppliers in different regions, and we have prepared a certain level of inventory stock on hand,” said Wei. “We are also working closely with our suppliers to further strengthen the resilience and the sustainability of our supply chain. Thus, we do not expect any impact on our operations from materials supply.”