TSMC(US:TSM) Guan Cha Zhe Wang·2025-08-08 06:14Group 1 - Tokyo Electron announced the dismissal of an employee from its Taipei branch following the arrest of six individuals suspected of stealing TSMC's trade secrets, marking the company's first public statement on the matter [1] - TSMC confirmed the leak of trade secrets related to its 2nm process, resulting in the dismissal of multiple employees, and emphasized its zero-tolerance policy towards violations of trade secret protection [1][2] - An internal investigation revealed that approximately 10 individuals were involved in the leak, including a former TSMC employee who contacted R&D personnel to obtain confidential information [1] Group 2 - Three individuals involved in the 2nm trial production were found to have illegally connected to the internal network while working from home, capturing over 400 images of process integration technology and sharing them with Tokyo Electron employees [2] - The Japanese government-backed startup, Rapidus, announced significant progress in its $34 billion (approximately 2440.92 billion RMB) 2nm chip project, successfully producing Japan's first 2nm transistor [2] Group 3 - TSMC holds a dominant position in the global foundry market with a 67.6% market share, followed by Samsung at 7.7%, SMIC at 6.0%, UMC at 4.7%, and GlobalFoundries at 4.2%, collectively accounting for 90.2% of the market [3]