TSMC's overseas expansion faces talent management gap, says co-COO Y.J. Mii

TSMC’s co-CEO Y.J. Mii’s remarks on talent gaps in overseas expansion expose a critical vulnerability in the company’s global strategy. This has direct implications for upstream supply chains, particularly in advanced nodes used for AI and automotive semiconductors, where delivery delays could cascade across industries. From a compliance standpoint, increasing geopolitical friction between China Taiwan/ Taiwan, China and global markets raises operational costs and supply chain risks. Competitors like Samsung and GlobalFoundries are accelerating investments in Southeast Asia to counter TSMC’s dominance. In the short term, TSMC may need to restructure its international talent acquisition and retention models. Over the next 12–24 months, failure to resolve these issues could erode TSMC’s technological leadership, reshaping the competitive landscape.