TSMC(US:TSM) 国芯网·2025-12-25 04:49Core Viewpoint - TEL's significant personnel changes in its Taiwan subsidiary are linked to the TSMC 2nm trade secret case, which has resulted in a lawsuit and a demand for compensation of 1.2 billion TWD [1][3]. Group 1: Personnel Changes - The new chairman of TEL Taiwan will be Nagakubo Tatsuya, with the president position taken over by Nakamura Seiji, who was previously the head of TEL's European global sales division [3]. - A new position of Senior Executive Vice President has been created, to be filled by Kato Yu, who is currently the Deputy Director of Operations Support at Tokyo Electron [3]. - The changes are set to take effect on February 1, and are part of a long-term business strategy aimed at enhancing operational structure and customer service quality [3]. Group 2: Strategic Implications - The personnel adjustments are seen as a move to strengthen TEL Taiwan's operational capabilities and improve employee motivation and corporate cohesion [3]. - Market analysts interpret these changes as a strategic step to facilitate collaboration with TSMC, especially as TSMC seeks to expand its 3nm production capabilities [3]. - This organizational overhaul is viewed as a critical step for TEL to position itself favorably for future procurement opportunities, particularly for the upcoming 1nm technology [3].