芯片业是相当复杂的产业，不过，预测芯片龙头台积电未来的命运倒很简单——它的地位将从"一个人的武林"，变成"武林没这个人"。 在美国强取豪夺的背景下，台积电2纳米技术遭日商东京威力科创偷窃，怎么看都是"动摇岛本"，甚至撼动全球芯片产业的大事。不过，业界有一种声音 似乎想淡化事态，称此案的影响不大，尽管这种说法的理据相当薄弱。 此事件涉及的问题非常多，目前案情还是一团迷雾，但有一个呼之欲出的答案，即台积电最尖端的技术，恐将不再只属于台积电，美国、日本或美日半导 体联盟会想方设法偷、拐、抢、骗其秘方。 两个主要的问题是：此案的性质是产业行为，还是国家行为？此其一。美国如何从这起事件中获益？此其二。 此案的性质是产业行为，还是国家行为？ 东京威力科创是台积电上游的设备供应商，供应光阻涂布机、芯片捷径系统等等产品。除了提供制造设备，台积电的上游厂商有一个重要的功能与下游厂 商类似，即与台积电合力提升"良率"。 将芯片做"小"只是第一关，实现量产是第二关，提升良率以实现盈利是第三关。 芯片技术不是个别生产商独立研发出来的，而是与上下游厂商协力"磨合"出来的。台积电之所以对自家技术充满信心，主要是来自其与上下游厂商的紧密 ...

Core Viewpoint - The article discusses the increasing importance of Southeast Asia in the global semiconductor supply chain, particularly in the context of capital investment uncertainties stemming from the Trump administration's policies. It highlights the region's advantages such as low labor costs, strategic location, and government support, which are attracting major semiconductor companies to invest in manufacturing and assembly operations [1][2]. Group 1: Southeast Asia's Role in Semiconductor Industry - Southeast Asia is becoming a key region for semiconductor supply chain restructuring post-Trump era, with companies planning to relocate or build new facilities in response to trade uncertainties [1]. - The region is gaining traction in assembly, testing, and packaging (ATP) due to favorable government policies and low production costs, making it a competitive player in semiconductor investments [1]. - Malaysia is emerging as a global supply chain hub, accounting for 13% of the global semiconductor backend processes, with significant investments from companies like Intel, Broadcom, and Micron [1][2]. Group 2: Major Investments and Developments - Intel is expanding its backend assembly lines in Malaysia, while Micron is establishing its second packaging and testing facility in Penang [2]. - Texas Instruments is investing $3.1 billion (approximately 4 trillion KRW) in Malaysia for production facilities, and Infineon is setting up a silicon carbide power semiconductor manufacturing plant [2]. - ARM has chosen Malaysia as its first production base, with the Malaysian government agreeing to pay $250 million in patent fees over ten years to support ARM's semiconductor production [2]. Group 3: Growth in Vietnam's Semiconductor Sector - Vietnam's semiconductor market has grown by 41%, increasing from $10.62 billion in 2016 to $15.01 billion in 2023, with a focus on packaging and testing [3]. - The Vietnamese government is investing in talent development, implementing a $1 billion project to train approximately 50,000 semiconductor engineers [3]. - Industry experts suggest that due to the long-term nature of semiconductor investments, Southeast Asia is viewed as a safer choice for companies looking to relocate production away from China amid ongoing U.S. semiconductor regulations [3].

Core Viewpoint - The article discusses the increasing importance of Southeast Asia in the global semiconductor supply chain, particularly in the context of capital investment uncertainties stemming from the Trump administration's tariffs. It highlights the region's advantages such as low labor costs, strategic location, and government support, which are attracting major semiconductor companies to invest in manufacturing and assembly operations [1][2]. Group 1: Southeast Asia's Role in Semiconductor Industry - Southeast Asia is becoming a key region for semiconductor supply chain restructuring post-Trump era, with companies planning to relocate or build new facilities in response to tariff uncertainties [1]. - The region is gaining prominence in assembly, testing, and packaging (ATP) due to favorable conditions such as government-led strategies and tax incentives [1]. - Malaysia is emerging as a global supply chain hub, accounting for 13% of the global semiconductor backend processes, with significant investments from companies like Intel, Broadcom, and Micron [1][2]. Group 2: Major Investments and Developments - Intel has established backend assembly lines in Malaysia and is expanding its advanced packaging facilities, while Micron is building its second packaging and testing plant in Penang [2]. - Texas Instruments is investing $3.1 billion (approximately 4 trillion KRW) in production facilities in Malaysia, and Infineon is setting up a silicon carbide (SiC) power semiconductor manufacturing and packaging plant in Penang [2]. - ARM has chosen Malaysia as its first production base for direct manufacturing and semiconductor design, with the Malaysian government agreeing to pay $250 million in patent fees over ten years [2]. Group 3: Growth in Vietnam's Semiconductor Market - Vietnam is emerging as a new stronghold in semiconductor packaging and testing, with the market size growing by 41% from $10.62 billion in 2016 to $15.01 billion in 2023 [3]. - Emcore, a leader in backend processes, aims for $10 billion in semiconductor exports, while the Vietnamese government is investing $1 billion to train approximately 50,000 semiconductor engineers [3]. Group 4: Industry Perspectives - Industry experts note that relocating production facilities or building new factories in response to tariffs is not practical due to the long-term nature of semiconductor investments [4]. - Southeast Asian countries are viewed as safer options for semiconductor production due to their low labor costs and developed ecosystems, especially in light of ongoing U.S. semiconductor regulations targeting China [4].