Core Viewpoint - The investigation into Tokyo Electron's involvement in the alleged illegal acquisition of TSMC's confidential information highlights the increasing scrutiny and regulatory measures in Taiwan to prevent technology leakage, particularly in the semiconductor industry [2][5]. Group 1: Incident Overview - Three individuals, including two TSMC employees and one former Tokyo Electron technician, were detained by Taiwanese authorities for allegedly attempting to illegally obtain confidential information related to 2nm semiconductor technology [4][5]. - Tokyo Electron confirmed that the former employee involved has been dismissed and stated that there is currently no evidence of confidential information being leaked externally [4][5]. Group 2: Regulatory Context - Taiwan's introduction of the "economic espionage" law in 2022 aims to combat the theft of core technologies, particularly those related to semiconductors below 14nm [5]. - This case marks the first instance of enforcement under the revised National Security Law concerning the illegal acquisition of core technology [5]. Group 3: Industry Implications - The incident raises concerns about technology leakage, which has been a significant issue for Taiwan, as evidenced by past legal actions taken by TSMC against former employees who joined competitors [5]. - TSMC plans to begin mass production of 2nm semiconductors in the second half of 2025, while competitors like Intel and Samsung are facing challenges in their R&D efforts [5]. - Tokyo Electron ranks fourth globally in semiconductor manufacturing equipment sales and has numerous leading products in the market [6].

至于特定国家及地区，经济部规划是指遭联合国制裁的国家或地区，例如参照战略性高科技货品输 出管制地区，主要是国际间管制战略性高科技货品出口国家，包括伊朗、伊拉克、北韩、苏丹、叙 利亚、双俄等。 针对特定产业和技术条件，经济部初步想法，拟以国科会公布的国家核心关键技术为参考标准，截 至目前，国科会公告过两波共卅二项国家核心关键技术，包括十四纳米以下制程的IC制造技术及 其关键气体、化学品及设备、以及"毫米波氮化镓（GaN）功率放大器单晶微波集成电路之芯片设 计技术"、"高频功率放大器之氮化镓半导体制造技术"等。 END 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源：内容来自 联合报 ，谢谢。 据台媒报道，台湾当局立已三读通过"产业创新条例修正案"，为避免关键技术外流，新规定投资于 特定国家或地区、特定产业或技术或达"一定金额"以上须事前申请，经济部将配合修正子法，据了 解，一定金额拟由目前十五亿元提高至卅亿元，朝宽松方向松绑；全案仍待协商。 此外，针对台积电宣布扩大赴美投资一千亿美元，外界担忧是否技术外流，行政院长卓荣泰表示将 适用"N-1"。依目前规定，一般对外投资，半导体并无明文要"N-1"，但三读通过产 ...

Core Viewpoint - China is implementing export controls on gallium production technology to prevent technology outflow amid intensifying competition with the United States in high-tech sectors [1][3]. Group 1: Export Control Measures - The new restrictions focus on gallium production technology, which is crucial for lithium-ion batteries and semiconductors used in electric vehicles (EVs) [1][2]. - China holds a 90% global market share in both gallium and cathode materials, and the country is leading in production methods compared to other nations [1][2]. - The Ministry of Commerce is expected to finalize these export controls by the end of February 2024, requiring licenses for overseas technology applications [1][2]. Group 2: Industry Implications - The controls aim to safeguard core technologies as Chinese cathode material companies expand into international markets, with firms like Changzhou Lithium Source and Hunan Youneng establishing overseas factories [3][4]. - The production of gallium, a byproduct of aluminum smelting, is being enhanced through new, costlier methods that yield higher purity, which the government is now restricting from export [2][3]. - The strategic importance of gallium extends beyond EVs, as it is also vital for military applications, including radar and communication systems [3][4]. Group 3: Global Context - The U.S. and other countries are increasingly focused on gallium production technology, with concerns that a lack of restrictions could lead to technology transfer to foreign competitors [3][4]. - The competition for high-tech dominance between China and the U.S. is escalating, with potential implications for supply chains and technology access in critical industries [5].