'China, non-China' supply chains inevitable: chipmaker Diodes CEO

Key Apple and Samsung supplier expects decade of strong growth in auto business

20230124 Diodes

Lu Keh-Shew, chairman, president and CEO of U.S.-listed chipmaker Diodes, says having a secure semiconductor supply is now seen as a national security issue. (Photo by Cheng Ting-Fang)

CHENG TING-FANG, Nikkei Asia chief tech correspondent

TAIPEI -- Companies must prepare for a future of "China and non-China" supply chains due to persistent tensions between Washington and Beijing, chip industry veteran Lu Keh-Shew has warned.

Lu, chairman, president and CEO of U.S.-listed chipmaker Diodes, said chip companies must also accept that commercial considerations are increasingly taking a back seat to political concerns when it comes to decisions such as where to invest.

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