美股异动|台积电股价连续两日下跌引发市场忧虑窃密案冲击波持续发酵

Core Viewpoint - TSMC's stock has experienced a decline of 3.11% on August 29, marking a cumulative drop of 3.52% over two days, raising concerns in the market about potential industry shifts [1] Group 1: Legal and Operational Challenges - TSMC is involved in a trade secret theft case, with three individuals charged, including two employees accused of leaking 2nm technology to Japanese equipment manufacturer TEL [1] - The incident occurs during a period of adjustment in TSMC's relationship with its etching machine suppliers in mainland China, potentially jeopardizing TEL's chances of securing orders from TSMC [1] - TSMC has been compelled to eliminate the use of Chinese supplier AMEC's etching machines under pressure from the U.S., shifting towards American suppliers [1] Group 2: Market Dynamics and Future Prospects - Despite the challenges faced, TSMC's ongoing investment in technology development, particularly in 2nm and 1.4nm processes, helps maintain its leading position in the global semiconductor industry [2] - The Chinese mainland market is rapidly expanding, providing opportunities for AMEC to secure new orders despite setbacks from TSMC's shift [1] - The legal dispute involving 28 employees at TSMC's Arizona plant poses challenges to the company's expansion plans in the U.S. [2]