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Fukuta Electric Develops Rare-Earth-Free Motors to Target TSMC Supply Chain
Producer Manufacturing · Industrial Machinery · economic_daily · 2026-11-02
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Fukuta Electric partners with China Steel to develop rare-earth-free motors, aiming to secure orders for TSMC's automated facility equipment.
What Happened
Strategic Transformation: To mitigate dependence on rare-earth materials, Fukuta Electric has ceased using supplies from mainland China and established a joint laboratory with China Steel to develop rare-earth-free permanent magnet motors. This initiative is aimed at enhancing technical autonomy and reducing supply chain vulnerabilities.
TSMC Supply Chain Opportunity: TSMC is currently evaluating the feasibility of using rare-earth-free motors in its facility automation equipment to minimize geopolitical supply risks. Fukuta is actively seeking validation opportunities, hoping that successful testing will lead to a formal entry into the semiconductor giant's supply chain.
Collaborative Innovation: The partnership between Fukuta and China Steel spans multiple sectors, including electric vehicles, drones, and AI robotics. By utilizing high-performance electrical steel from China Steel and sourcing magnets from Japanese manufacturers, Fukuta is building a robust, non-red supply chain.
Competitive Edge: As global demand for supply chain security intensifies, Fukuta's focus on rare-earth-free technology becomes a significant differentiator. Securing a foothold in wafer fab equipment would solidify the company's leadership in the industrial automation and high-end motor markets.
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