日本工程师，点出台积电致命弱点！

Core Viewpoint - The article discusses TSMC's potential vulnerabilities as highlighted by an experienced semiconductor engineer, suggesting that Japan's Rapidus could find opportunities by focusing on niche markets and customized demands rather than competing directly with TSMC and Samsung [2]. Group 1 - The engineer points out that TSMC's new leadership may be losing the customer-centric approach that characterized its previous management, raising concerns about their ability to meet seemingly minor but critical customer needs [2]. - Rapidus's success hinges not only on technological breakthroughs but also on establishing stable, long-term customer relationships, as technology alone is insufficient for survival without adoption [2]. - TSMC's competitive edge is attributed to its flexible cost management strategy, where automation is selectively implemented in cost-effective areas while relying on human labor in others, gradually scaling automation as technology and labor costs rise [2]. Group 2 - TSMC maintains a cautious approach when adopting new technologies, such as the expensive EUV lithography machines, which cost hundreds of billions of yen and are exclusively produced by ASML in the Netherlands. TSMC evaluates cost-effectiveness before making such investments [3].