Group 1 - TSMC has faced challenges including the theft of trade secrets and threats of high tariffs from the U.S., but its strong foundation in AI technology helps it remain resilient [1][2] - TSMC has dismissed several employees for allegedly stealing 2nm process technology, while former President Trump threatened to impose a 100% tariff on imported chips [1] - TSMC's investment in the U.S. allows it to be exempt from Trump's semiconductor tariffs, and there are ongoing discussions regarding a potential $300 billion investment in Arizona [1] Group 2 - The leak of TSMC's advanced 2nm process technology is a significant concern, involving not only TSMC employees but also former employees of Tokyo Electron [2] - TSMC's competitors, including Samsung, Rapidus, and Intel, rely on the same semiconductor equipment suppliers, making it difficult for them to surpass TSMC even if they acquire its technology [2] - The Taiwanese semiconductor industry, particularly TSMC, has spent decades establishing its leadership in advanced chip manufacturing, with no clear shortcuts for competitors to overtake it [2]
矽盾两大打击 台积撑得住
Jing Ji Ri Bao·2025-08-09 23:27