“日本偷，美国抢，台积电保台能多长？”

Core Points - TSMC is facing a significant crisis due to a leak of its 2nm process technology, with a former employee allegedly obtaining and leaking confidential information to a Japanese semiconductor equipment giant [1][3] - The company is under increasing pressure from the U.S., with President Trump demanding TSMC invest $300 billion in the U.S. to secure better tariff terms for Taiwan [1][8] - The leak and tariff pressures highlight Taiwan's strategic vulnerabilities, raising concerns about the sustainability of its semiconductor dominance [1][5] Company Summary - TSMC plans to start mass production of 2nm chips by the end of this year, with major clients including Apple and Qualcomm [3] - The leak involved nine individuals, including both former and current employees, who allegedly used remote access to steal thousands of images of confidential technology [3][4] - TSMC has taken legal action against the involved parties and emphasized its commitment to protecting its technological advantages [4] Industry Summary - The incident has raised alarms about the potential impact on TSMC's competitive edge, as it may enable rivals to improve their yield rates [9] - The leak is seen as a significant threat to Taiwan's semiconductor technology, especially as Japan aims to regain its position in chip manufacturing with support from the U.S. [4][8] - The ongoing geopolitical tensions and the push for U.S. semiconductor independence could fundamentally alter TSMC's global operations and its role as a leading chip manufacturer [8][9]